F5 Networks Inc. (FFIV)

All Comments on FFIV

  • commenter
    Greg Ness
    Oct 14 02:29 PM
    My Website
    The Next Tech Boom: Infrastructure 2.0 [view article]
    As Chambers recently commented... productivity is the way out:

    seekingalpha.com/artic...

    G     Reply
  • commenter
    Greg Ness
    Oct 13 06:24 PM
    My Website
    The Next Tech Boom: Infrastructure 2.0 [view article]
    Thanks deals. Yet if network management budgets stay frozen, the pressures will only increase as TCP/IP spreads. I think the cloud players and the infratsructure players need to get together and do more than what VMsafe did for VMware....

    Thx
    Greg     Reply
  • commenter
    Greg Ness
    Oct 13 06:22 PM
    My Website
    The Next Tech Boom: Infrastructure 2.0 [view article]
    Thanks Lori!

    It's great to hear from you. Yep, we agree!

    Sincerely,
    Greg     Reply
  • commenter
    slick deals
    4 u
    Oct 13 05:25 PM
    My Website
    The Next Tech Boom: Infrastructure 2.0 [view article]
    Hey Greg,

    Great article!! This is all due! But I think current economic situation will prohibit from happening now. I am guessing that it will take 2 to 4 years to happen/start this next boom.

    Next boom keywords: Virtualization, Clouds, Data Center, Online Apps.

    - Slick Deals 4 U
    www.slickdeals4u.com
     Reply
  • commenter
    Lori
    MacVittie
    Oct 13 04:32 PM
    My Website
    The Next Tech Boom: Infrastructure 2.0 [view article]
    Hi Greg!

    "The static infrastructure was not architected to keep up with these new levels of change and complexity without a new layer of connectivity intelligence, delivering dynamic information between endpoint instances and everything from Ethernet switches and firewalls to application front ends."

    I could not have said it better myself, and I think I've said similar things more than once. Like SOA, virtualization and cloud computing (the next "big" hyped technologies" put enormous strain on both the network and application infrastructure as well as the network systems management infrastructure. Intelligent, dynamic, highly scalable on-demand infrastructure is a definite requirement to support these, well, highly dynamic architectures.

    But you knew I was going to say that, didn't you? :-)

    Lori     Reply
  • commenter
    Greg Ness
    Oct 13 12:44 PM
    My Website
    The Next Tech Boom: Infrastructure 2.0 [view article]
    Josh:

    A lot of us wish it would be simple. But the launch of a new category is usually driven by multiple factors. Reachability and app layer intelligence will address some of the I2.0 demands but certainly not all of them. Yet it is a direction of innovation that is inevitable. The question becomes: who will benefit?

    Thanks for your comment.
    Greg     Reply
  • commenter
    Greg Ness
    Oct 13 12:42 PM
    My Website
    The Next Tech Boom: Infrastructure 2.0 [view article]
    Kyle:

    If network management costs continue to rise I think the vendors will be forced to either address the issue (with intelligence and automation) or see slower momentum on large enterprise projects. They'll benefit from the spread of TCP/IP but not to the extent they could if they became more strategic to the emerging initiatives.

    Thanks for your comment.

    Greg     Reply
  • commenter
    Kyle
    Flaherty
    Oct 13 11:49 AM
    My Website
    The Next Tech Boom: Infrastructure 2.0 [view article]
    Interesting stuff, one of the parts that really resonated on my end:

    "A dynamic infrastructure would empower a new level of synergy between new endpoint and system initiatives (consolidation, compliance, mobility, virtualization, cloud) and open new markets for existing and emerging infrastructure players."

    Will this also mean a needed synergy between traditional competitors as they realize that even rapid innovation out of static infrastructure is not enough? Or will we see these players just flood the market with equipment in order to grab slices of the pie without any concern for overall vision?

    One of the downsides of an economic downturn is the introduction of multiple products in order for folks to "move up and down" the food chain. These are typically not well thought out and certainly won't adhere to the need for 'more intelligent' products. And, as someone in the network equipment testing industry, we may also see inferior solutions rushed to market w/o proper vetting.

    /kff     Reply
  • commenter
    Josh
    Thompson
    Oct 13 10:56 AM
    The Next Tech Boom: Infrastructure 2.0 [view article]
    I wish it were all this simple. Reply
  • commenter
    BerkeleyBob
    Oct 07 02:32 PM
    Wall Street Breakfast: Must-Know News [view article]
    Thought it interesting that some pundits see oil between $50 and $80, link between oil & NG seems frayed. True, some nat gas producers are slowing down extraction, true PBR has a major oil field find which will ultimately increase supply, but I personally doubt the pundit's crystal balls. Decrease in US dependence on foreign oil, much of it coming from unfriendly nations, is going to be painful and not come overnight, but I strongly doubt we will see oil at $50 or even $80 and remain long PBR, WMB, EWZ and CHK with gradual add to these positions with what is left of my money. Reply
  • commenter
    axelrod608
    Oct 07 12:56 PM
    Wall Street Breakfast: Must-Know News [view article]
    Newsflash - the Fed said today it will start buying "commercial paper" - loans with NO collateral. The beginning of the end of the dollar. These people wouldn't get to $1,000 on "Are you smarter than a fifth grader". Reply
  • commenter
    axelrod608
    Oct 07 12:53 PM
    Wall Street Breakfast: Must-Know News [view article]
    SF points out that 2/3 of the US economy is consumer spending. And much of that 2/3 is DEBT spending, not from income. If you realistically think of debt as pre-spent income, one needs to have a debt returement plan to keep even. Alas many ( most ?) Americans don't.

    Not only do they not have savings to use to deal with economic problems, they also have debt levels that they cannot reduce at current income. We have become an "upside-down"... society. And the folks who think that reinflating the credit bubble wil bring the economy back again don't realize that the economy was dysfunctional.

    You could pump any anount of new potential credit into the system and who's going to use it ? The already overextended ?

    You want the credit markets to come back the way they were ? Be careful what you wish for, You might get it. And regret it.     Reply
  • commenter
    Right in
    San
    Francisco
    Oct 07 12:13 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Too much of the discussion is about financial engineering. The reality:
    1. Two thirds of the US economy is consumer spending.
    2. Consumers (e.g. taxpayers; e.g voters; e.g. you and me) have been overspending for years, and have way too much personal debt and not enough savings.
    3. A major enabler has been the housing bubble and loose financing which, partly through home equity loans, has allowed people to have that extra SUV. That's over.
    4. As the Baby Boomers edge along toward retirement, they have miniscule (and becoming more so) savings. They have to conserve.

    So, what could save us?
    1. A better distribution of wealth that puts more buying power in the middle class;
    2. Foreign growth (Asia) that will support US exports - and purchase of US assets.
    3. A lot of personal and national belt tightening.

    Pogo had it right. We have met the enemy, and it is us.

    Reply
  • commenter
    Shaggieman
    Oct 07 11:46 AM
    Wall Street Breakfast: Must-Know News [view article]
    Great points Axelrod, as usual. Your discussion made me think why not use Fed funds to make some failed institution whole again and set the greed mindset flowing again? Take LEH for instance; resurrecting them might do it and besides I think they were to big to have failed and we're now paying the price for it. Reply
  • commenter
    Poor Jim
    Oct 07 11:14 AM
    Wall Street Breakfast: Must-Know News [view article]

    Two thangs, as we say in Texas..

    1.Hey, fellow journalists, you're late! We're not getting into a recession In the United States; we've been in one for close to a year now. And thanks to those brave representatives who voted against the first "bailout bill" we have already started the Second Great Depression.

    2. Bank of America CEO Ken Lewis lost a lot of crediibility yesterday when he cut the BAC dividend 50%. Only a month or so ago, while he was speaking to and taking questions from a group of senior citizens in California, he said that he could see no reason now or in the future for a dividend cut. Now, it looks like he was fuld of sh-t.     Reply
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