Tuesday, September 7, 2010

[Video] F5 Networks (FFIV) on the Rise

Being a long time investor in F5 Networks (FFIV) and Riverbed Technology (RVBD) I am now awed that they are being treated as golden children due to their label as 'cloud computing' plays.  [Feb 11, 2010: WSJ - What the Heck is this Cloud Computing Thing?]  To that end, I am announcing my mutual fund will be based on the 'cloud' and hence will run faster, jump higher, and trade better - and be valued at triple any comparable fund.  Thank you.

A quickie video (3 minutes) with F5's CEO on CNBC this afternoon.

Long F5 Networks, Riverbed Technology in fund; no personal position


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