Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">F5 Networks downgrade details — to Sell at Deutsche Bank; tgt lowered to $100 (141.12 -6.01)Deutsche Bank downgrades FFIV to Sell from Hold and lowers their tgt to $100 from $120 on their lower FY17-19 ests. Firm's is a Fundamental Call into FY18 (not a conviction call on the Mar Q report). They are calling for -30% downside to current levels. Their SELL FFIV thesis argues for deceleration in Product and Services revenues into FY18; headwinds from: 1) Cloud Load Balancers from AWS, Azure, GCP meaningfully improving in Price/Performance (<strong>INTC</strong> Skylake server refresh as a catalyst); 2) FFIV selling mainly into «North South» versus «East West» load balancing (East West traffic seeing exponential growth); 3) FFIV's Cloud Security opportunity competed away by <strong>AKAM</strong>, <strong>CSCO</strong> (DB View).</td> </tr></table>"