F5 Networks Not Out Of The Woods Yet, Wait For $100
- The stock doesn't deserve a passing grade until F5 demonstrates it can deliver the goods on a more consistent basis.
- Investor have to reconcile the direction of the company. Management still has not sufficiently outlined who and what F5 is.
- Weak profits suggest that Cisco and Juniper are eating into F5's margins. F5 is being forced to drop prices to win business. But this can't help investors long term.