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Author: tktrimbath Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1870  
Subject: mid-year review of FFIV Date: 6/30/2007 11:35 AM
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(Market cap ~ $3.4B)

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

F5 is becoming a Wall Street darling though very few retail investors hold it. For years this electronics manufacturer was associated with the internet bust, even while their traffic management hardware was embellished with software and services to produce a solution for IT departments around the world. They have steadily increased market share against companies like Cisco and Nortel to the point that the media has started mentioning f5 more often. Personally, I've watched their yearly double digit growth turn my small holding into one of the largest chunks in my portfolio.

The only reason I see for any hiccup in their continued progress would be if a company like Cisco specifically targeted f5, and that would likely backfire because it would draw attention to f5. Okay by me.

DISCLAIMER LTBH since 2000 but the only shares left are from 2001 and I might have to sell them to pay some bills. Ouch.
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