F5 Network is about to release earnings. Ponder the danger signs and see if a Bear Case Scenario is coming up.
Cisco’s partnership with Citrix could make Citrix a more formidable competitor over time.
Technology disruption is an ever-present threat. New methods for steering data traffic, such as software-defined networking technologies, could obviate the need for traditional appliance-based ADCs for certain applications.
Riverbed’s recent acquisition of Zeus gives the firm a strong technology to attack the virtual ADC market. Juniper’s recent decision to license and integrate Riverbed’s ADC technology could validate Riverbed’s ADC technology as a viable alternative to F5.
George Gutowski writes from a caveat emptor perspective.