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$FFIV 3Q15 Q&A: Jensen from Piper Jaffray asked how much remains on the Cisco ACE replacement opportunity. Manuel said that F5 is having a deeper penetration & swapping out traditional ACE load balancer for an ADC platform and/or service consolidation platform. This is continued business for quarters, if not a year plus to come for F5, added Manuel
$WBA is yet to receive US anti-trust clearance for its Rite Aid acquisition. The deadline for the deal expires on January 27.
$BMY plunge 7.2%. No credits to the non-acceleration of approval for lung cancer combination treatment.
Well this is big! I don’t know if it’s someone’s monopoly or genuine excitement, but either way, $CSX is up 23% after market closed. I heard some activist investor is going to blow big money into CSX Corp. Anyone mind explaining?