Epstein Secrets

20.179M1 Mar Jun Sep Dec 2013 2014 50.00 48.00 46.00 44.00 42.00 40.00 38.00 SOM F5 Networks (FFIV) - Trades —1.8mm shs/day Growth in Telco and Next-Gen Security. F5 provides solutions for internet traffic management to the big Telcos. Fundamental tailwinds in demand, and following a 2yr

Mar Jun Sep Dec 2013 2014 50.00 48.00 46.00 44.00 42.00 40.00 38.00 SOM F5 Networks (FFIV) - Trades —1.8mm shs/day Growth in Telco and Next-Gen Security. F5 provides solutions for internet traffic management to the big Telcos. Fundamental tailwinds in demand, and following a 2yr R&D investment. DB ju

FS: Valuation and risks We raise our Price Target, from $120 to $130; reflecting our improved conviction on F5's next-phase growth opportunities in Telco and in Next-Gen Security - following our recent MWC and RSA conference meetings. While we leave our FY14/15 estimates unchanged, we maintain a posi

2 March 2014 Wireless Equipment Signals to Noise (S2N) Next-Gen Security: On the security use cases, our MWC and RSA conference conversations suggest that the "best" solutions bundle - involving F5's BIG IP or Viprion AD

F5 Networks: We are raising our Price Target on F5, from $120 to $130; reflecting our improved conviction on F5's next-phase growth opportunities in Telco and in Next-Gen Security - following our MWC and RSA conference meetings. Our key insight on F5 is our higher conviction on the company's next-phas

ference meetings. Our key insight on F5 is our higher conviction on the company's next-phase growth opportunities in Telco Network Intelligence and Next-Gen Security use cases. Field color from our MWC industry meetings correlate well with our recent round of IT channel conversations - which note that F5's +2 yea