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F5 Networks Inc. (FFIV)

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Instablog posts on FFIV

  • How to Stress Test your ETF by Peter Mycroft Psaras
    Because so many people are investing in ETF’s these days, I thought it might be helpful to show everyone how I, as an Analyst, go about researching them.  The real beauty of ETF’s is that they (unlike Mutual Funds) publish their current holdings on each parent companies website... More »
    December 22, 2009 • PIV, AFL, ACL
  • Virtualization, Clouds and Meta Orchestration by Gregory Ness
    One of the most powerful drivers of virtualization is the flexibility enabled by the decoupling of applications from hardware. In essence that decoupling enables unprecedented flexibility, management and automation, all within the confines of virtualized local area networks (vLANS). It... More »
    December 20, 2009 • FFIV, CSCO, JNPR
  • Virtualization will Cross the Chasm Within Two Years by Gregory Ness
    It seems counterintuitive to suggest that the virtualization market hasn’t already crossed the chasm1. After all, over the last three years we’ve seen a stellar VMware IPO, Citrix’s heady acquisition of XenSource, and Microsoft’s much celebrated entrance into the... More »
    November 30, 2009 • FFIV, CSCO, VMW
  • The Real Time Infrastructure Ultimatum by Gregory Ness
    For months the infrastructure 2.0 blog has talked about the automation of IT from a network perspective, including the automation of the network itself. While few may question the need for network automation most businesses today still run their networks like they ran their “supply... More »
    November 5, 2009 • CSCO, FFIV, GOOG
  • 21 Breakout Stocks to Watch & Using Apple LEAP Options to Generate Income by Marco Hickey
    Here is a list of 21 stocks which traded higher Thursday on unusually higher volume. I have added all 21 of these stocks to my watch list (and invite you to as well), but chose only one to write about in detail in this post. This post requires the knowledge of stock options. To learn more about... More »
    October 23, 2009 • SPY, DIA, QQQQ
  • IT: Innovate or Consumerize by Gregory Ness
    A recent article by Larry Dignan about how IT has fallen behind the Tech Curve laments how slow and cumbersome enterprise IT has become relative to consumerized technologies. Larry covered a session at the recent Gartner Symposium and was advised by Gartner analysts that IT pros want the world... More »
    October 22, 2009 • CSCO, VMW, FFIV
  • Market Sinks To Test Support by MyHappyTrading.com
    Yesterday, in my evening article, I said,"For the past 4 trading sessions, the market has been treading water, which means some consolidation is happening.  Both SPX and Nasdaq are sliding away from the daily upper BB.  This shows a lack of immediate momentum to push the... More »
    October 21, 2009 • MS, WFC, AAPL
  • F5 Networks. Points the Way for Riverbed by Stone Fox Capital
    After the close today, F5 Networks (FFIV) posted earnings that easily beat analyst estimates. Considering that F5 Networks has had a much rougher recession then Riverbed (RVBD) its encouraging to see the turnaround. F5 Networks reported an increase in their pipeline and movement of project on... More »
    October 21, 2009 • FFIV, RVBD
  • Tech Outlook: Timing is Everything by Gregory Ness
    As infrastructure 2.0 is turned on it will represent an irreversible transformation in the way IT services are delivered. The timing of product releases, investments and deployments could make all the difference for a range of companies and organizations.  Those who could be... More »
    October 14, 2009 • GOOG, AMZN, RAX
  • Networks and Moving Data Centers by Gregory Ness
    As Cisco, HP, Juniper, F5, Amazon, Microsoft, Google and others circle the data center field of battle, one strategic ridge of high ground is in network automation, or the ability to move (or adjust/provision) IT assets at the push of a button without the need for extensive manual intervention.... More »
    September 28, 2009 • CSCO, HPQ, JNPR

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