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Only missed on revenue by 2 million.
2 million is alot when you're priced to perfection.
F5 sells hardware which must be standard, as in 802.11 standards. It is very hard to compete when 99% of your product's function is the same as the competition. FFIV is not Cisco. They are not #1. I do not think that CRM earnings can be predicted based on F5. In fact they should be inverse: the more that companies use SAAS, the less companies must build their own networks. So, if CRM gaps down in the AM, or stays at the AH price, that is a buying opportunity.
Yes, and gave crappy guidance. This is but a glimpse of things to come for CRM.