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Small companies hit bumps hard.

FFIV has always been jumpy, and that's natural when a company is small. A delayed order can cause havoc with revenue projections in a quarter. Luckily, f5's management has been more focussed on running a good business rather than forcing the company to meet the next quarter's numbers.

So I wonder, when does f5 become large enough that revenue fluctuations begin to smooth out merely due to size and is the stock's stability offset by increased scrutiny as it attracts more analysts?

I don't have an answer, but realize that f5 and FFIV may be close to a change in environment based on growth, success.

I wouldn't buy or sell based on the fluctuations. Because I tend to invest in small companies (market caps of $100M to $2B) I frequently look at the long trends when short term results send the market into a panic. But I do wonder if this nice performer will ever act more middle-aged or continue to bounce around like a teenager.

Staying tuned.
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