Home » Bear Case Scenario » F5 Network Danger Signs or Bear Case Scenario $FFIV, $MSFT, $ORCL, $VMW, $CA, $CTXS, $JNPR

F5 Network Danger Signs or Bear Case Scenario $FFIV, $MSFT, $ORCL, $VMW, $CA, $CTXS, $JNPR

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.

Advertisements