I would have to disagree. For one thing, they are in two different groups. One specialize in load balancing and the other specialize in the virtual world. Yes VMW has a load balancing service however it's a bell and whistle thing. Furthermore, VMW already stated they will have a drop in expectation however F5 just now did that, which is why the steep drop on April 5. Last, look for VMW to blow away earnings in two weeks. Just watch.