Totally agree. Ever since Goldman let people know they wouldn't lose money at around $91 in a worst case scenario, FFIV has stabilized. Goldman's line in the sand held and we have inched higher as people realize the Japanese issues are short term.
Also, whether or not it is likely, FFIV could be one of the targets for CSCO buys. CSCO has a ton of cash and the fastest way out of some of its troubles would be through acquisition. Nobody wants to be short the stock of a company CSCO buys!!!!!!!!!!!!