FFIV : Analysis & Opinions

  1. Riverbed Technology Waiting On Synergies And Performance Management ...

    June 3, 2013
    Riverbed's efforts to expand its addressable market hold significant promise relative to today's valuation.
  2. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 9, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  3. Oracle Dials It Up In Telecom

    March 27, 2013
    Oracle deepens its committment to becoming a major player in telecom equipment and technology.
  4. Riptides At Riverbed Technology

    February 13, 2013
    If Riverbed can produce a double-digit long-term free cash flow growth rate, fair value today is in the high $20s.
  5. Cisco Closes Cariden Buyout - Analyst Blog

    December 19, 2012
    Cisco Systems Inc. (CSCO) recently completed its acquisition of privately-held Cariden Technologies. The company spent $141 ...
  6. F5 Networks and Other Nasdaq Stocks Making Big Moves on December ...

    December 18, 2012
    This morning has been good for the market, with the Nasdaq moving up 1.1%, the S&P 500 up 0.8% and the Dow increasing 0.6%. ...
  7. Rackspace Hosting and More Big Movers in Technology on December ...

    December 18, 2012
    The Nasdaq has climbed 1.1%, the S&P 500 has climbed 0.8% and the Dow has moved up 0.6%, marking a bad morning for the market. ...
  8. Cisco to Purchase Cariden for $141M - Analyst Blog

    November 30, 2012
    Cisco Systems Inc. (CSCO) recently announced its plan to buy privately-held Cariden Technologies, Inc. for $141 million in ...
  9. F5's New Big-IP Suite for Amazon - Analyst Blog

    November 28, 2012
    Renowned provider of application delivery controllers (ADCs), F5 Networks Inc. (FFIV) recently unveiled a virtual edition ...
  10. VMware and More Big Movers in Technology on November 21, 2012

    November 21, 2012
    The Nasdaq remains relatively unchanged, the S&P 500 has increased 0.1% and the Dow has moved up 0.2% after the morning's ...
  11. Cisco Making The Best Of A Tough Environment

    November 15, 2012
    Cisco delivers a solid quarter in a soft market. Nevertheless, its overall growth story hasn't changed much.
  12. Technology Stocks, Including Microsoft, Making Big Moves on November ...

    November 13, 2012
    The market is on the rise this morning. The Nasdaq has moved up 0.2%; the S&P 500 has risen 0.6%; and the Dow has increased ...
  13. Riverbed Pays Up For Its Next Shot At Growth

    October 30, 2012
    Riverbed is paying up to boost its growth rate.
  14. F5 Networks and Other Nasdaq Stocks Making Big Moves on October ...

    October 25, 2012
    This morning, there has been little change in the market. The Nasdaq, S&P 500 and Dow have barely moved. The Nasdaq Composite ...
  15. F5 Networks and More Big Movers in Technology on October 25, ...

    October 25, 2012
    This morning, the market has been relatively quiet. The Nasdaq has been relatively flat; the S&P 500 has remained steady; ...
  16. Siemens AG and Other Technology Stocks Making Big Moves on October ...

    October 16, 2012
    It's been a good morning for the market. The Nasdaq has risen 1.1%; the S&P 500 is trading up 1%; and the Dow has moved up ...
  17. Teradata and More Big Movers in Technology on October 5, 2012

    October 5, 2012
    The market is doing well so far today. The Nasdaq is up 0.2%; the S&P 500 has risen 0.5%; and the Dow has climbed 0.5%. The ...
  18. F5 Networks Among the Nasdaq's Biggest Movers on September 18, ...

    September 18, 2012
    After this morning's trading, the Nasdaq has risen 0.1%, the S&P 500 has remained steady and the Dow has climbed 0.1%. The ...
  19. F5 Networks and Other Big Movers In Technology on September 18, ...

    September 18, 2012
    After the morning's trading, the Nasdaq has climbed 0.1%, the S&P 500 remains relatively unchanged and the Dow is trading ...
  20. A Pick-and-Shovel Tech Stock

    September 15, 2012
    They say it wasn't the gold miners that made it big in the Gold Rush, it was folks selling the picks and shovels. With all ...
  21. Technology Stocks, Including ARM Holdings plc, Making Big Moves ...

    September 4, 2012
    The Nasdaq has decreased 0.8%, the S&P 500 is down 0.5% and the Dow is down 0.7% on a bad morning for the market. The technology ...
  22. F5 Networks and Other Big Movers on the Nasdaq on August 30, ...

    August 30, 2012
    It's been a bad day for the market so far this morning. The Nasdaq has slipped 0.9%; the S&P 500 is down 0.7%; and the Dow ...
  23. F5 Networks and Other Technology Stocks Making Big Moves on August ...

    August 30, 2012
    It's been a bad day for the market after the morning's trading. The Nasdaq has declined 0.9%; the S&P 500 has fallen 0.7%; ...
  24. F5 Networks Among Technology's Biggest Movers on August 22, 2 ...

    August 22, 2012
    The market has been slipping so far today. The Nasdaq is trading down 0.2%; the S&P 500 is down 0.4%; and the Dow has slipped ...
  25. Ebay Among the Nasdaq's Biggest Movers on August 22, 2012

    August 22, 2012
    This morning has been rocky for the market. The Nasdaq has fallen 0.2%; the S&P 500 is down 0.4%; and the Dow has declined ...
  26. Turnover At Top Could Mean Fresh Start For Brocade

    August 20, 2012
    New leadership may be the catalyst Brocade needs.
  27. Will A New Philosophy Toward Capital Unlock Cisco's Value?

    August 17, 2012
    Cisco's decision to hike the dividend is a good one.
  28. Technology Stocks, Including Baidu, Making Big Moves Today

    August 16, 2012
    It's been a good morning for the market. The Nasdaq has moved up 0.8%; the S&P 500 has moved up 0.3%; and the Dow has risen ...
  29. F5 Networks, Inc. and Other Technology Stocks Making Big Moves

    August 7, 2012
    The Nasdaq has risen 0.8%, the S&P 500 has increased 0.7% and the Dow has moved up 0.6% on a good day for the market so far. ...
  30. Big Movers on the Technology Sector Today, Including BIDU

    August 6, 2012
    The morning has been good for the market. The Nasdaq is trading up 1%; the S&P 500 is up 0.5%; and the Dow has increased ...
  31. Check Point Is In Its Competitors' Crosshairs, But May Be Too ...

    July 23, 2012
    Check Point has ample competition and a philosophy that seems more oriented towards maintaining profits than growing them.
  32. Biggest Technology Sector Movers for July 12, 2012

    July 12, 2012
    This morning's trading has marked a bad day for the market so far. The Nasdaq is trading down 1.3%; the S&P 500 is down ...
  33. Nasdaq Stocks Making Big Moves on July 6, 2012

    July 6, 2012
    After the morning's trading, the market is not looking good. The Nasdaq has fallen 1.7%; the S&P 500 has slipped 1.3%; and ...
  34. Technology Stocks Making Big Moves on July 6, 2012

    July 6, 2012
    It's been a bad day for the market after the morning's trading. The Nasdaq is trading down 1.7%; the S&P 500 has slipped ...
  35. Nasdaq Stocks Making Big Moves on July 3, 2012

    July 3, 2012
    After this morning's trading, the market is looking good. The Nasdaq has climbed 0.7%; the S&P 500 has risen 0.7%; and the ...
  36. Nasdaq's Biggest Movers for June 29, 2012

    June 29, 2012
    This morning has been good for the market, with the Nasdaq climbing 2.4%, the S&P 500 rising 1.9% and the Dow moving up 1.7%. ...
  37. Technology Stocks Making Big Moves on June 29, 2012

    June 29, 2012
    The morning has been good for the market. The Nasdaq has moved up 2.4%; the S&P 500 has risen 1.9%; and the Dow has increased ...
  38. After A Reality Check, Cavium Looks Interesting Again

    May 30, 2012
    Cavium is in a lull, but the long-term growth potential seems real.
  39. Disagreement May Mean Opportunity In Citrix Systems

    April 30, 2012
    Citrix carries high multiples, but its stock may still be undervalued. Don't be surprised to see less revenue growth for ...
  40. New Products Need To Carry Juniper Back

    April 27, 2012
    Juniper is still struggling, but new products could reignite growth. If it can grow its free cash flow at a high single-digit ...
  41. Check Point Takes A Hard Crosscheck

    April 25, 2012
    Check Point's first quarter results weren't terrible, but expectations (and worries) have started to catch up with the price.
  42. Can Riverbed Walk And Chew Gum?

    April 25, 2012
    Riverbed disappoints once again with a familiar excuse.
  43. Cisco Sees Better Margins, Small Growth

    February 13, 2012
    Cisco's margins are better, but the computer networking giant is expected to see low growth for the forseeable future.
  44. 11 Growth Stocks with Robust Charts

    January 30, 2012
    There are several categories of weak and strong stocks that market analyst John Boik features in his newsletter. He discusses ...
  45. Cisco Not Dead Yet

    January 13, 2012
    Cisco is another once-great tech stock left for dead.
  46. Service Providers Disconnect Juniper's Momentum

    January 11, 2012
    Juniper continues to struggle, but the growth potential of the industry suggests that there may be safer options in the tech ...
  47. Earnings Surprises: The Most Underestimated Companies Reporting ...

    January 10, 2012
    With fourth quarter earnings season upon us, investors may want to consider companies with a strong history of beating analyst ...
  48. 2011 In Review - The Year In Growth Technology

    December 26, 2011
    Growth technology had a rough year in 2011.
  49. Oracle Shovels Coal On The IT Sector

    December 23, 2011
    Oracle is a technology bellweather and worth watching to take the temperature of the sector.
  50. Brocade Has More To Prove

    November 23, 2011
    Brocade took a step forward, but it's just one step.
  51. Cisco Dunks … On The Kiddie Hoop

    November 11, 2011
    Cisco has pleased the Street, but expectations were quite low.
  52. Cavium Should Be Bottoming Out

    November 1, 2011
    Cavium's going through a customer inventory transition, but the growth story should come back soon.
  53. Beware Of The Undertow At Riverbed

    October 24, 2011
    Riverbed had a good quarter, but this strength may not be sustainable. Investors should be cautious.
  54. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  55. Juniper Another Disappointing Networking Story

    August 3, 2011
    Juniper got hammered on poor guidance, but these shares may be too cheap.
  56. Lofty Expectations Sink Riverbed, Fortinet And F5

    July 25, 2011
    A trio of growth tech stocks have come under withering selling due to worries about growth pace.
  57. Cisco Waves A White Flag

    July 21, 2011
    Cisco's layoffs are not going to fix what really ails the company.
  58. Guidance Sours High-Flying Aruba

    May 26, 2011
    Aruba is clearly a hot growth idea, but may be a relative value among its peers.
  59. Cisco: No Growth Today, Try Again Tomorrow

    May 16, 2011
    Cisco is struggling, but the current valuation suggests things will never get better.
  60. Cisco's Painful Transition

    February 14, 2011
    Cisco is going through a painful deceleration, but investors have already priced in a head-on crash.
  61. Cavium: An Antidote To Semi Malaise

    February 3, 2011
    Cavium is no bargain, but the growth plan is on target.
  62. S&P 500 Winners In 2010

    January 7, 2011
    Some of the best-performing stocks in the S&P 500 in 2010 were all but counted out at the peak of the financial crisis.
  63. Is Brocade Weaving A Winning Tale?

    November 25, 2010
    Brocade isn't helping its cause, but that does not mean there's no value here, and in the networking field altogether.
  64. Everything Has Caught Up To Analog Devices

    November 24, 2010
    Analog is executing well, but investors already expected that.
  65. Cisco's Head Cold Isn't A Tech Plague

    November 15, 2010
    Cisco may have issues, but its problems are not indicative of the broader networking sector.
  66. Off The Beaten Path, But Blazing A Trail

    September 15, 2010
    If you're looking for winning stocks, don't be afraid to look in obscure places. Internet connectivity and communications ...
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