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F5 Networks, Inc. (FFIV)

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After 12 years of consulting for high-volume web applications I still see F5 in the majority of the enterprises where I work, and I have learned that it takes a lot to get a large enterprise to switch core infrastructure vendors.

The trick for me is to figure out where the bottom will be before the rebound. I’m keeping an eye at $72 now, and will re-evaluate if and when that happens.

Cheap, Lazy Reference links: Yahoo! Finance, Wall Street Survivor, Motley Fool CAPS, TheStreet, Google Finance, MSN Money

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