The document discusses F5's security solutions and their market traction, highlighting the demand for F5's 'best' solutions bundle that includes security software modules. It mentions F5's potential introduction of subscription services for security and outlines two catalysts for F5's security business in 2015: the launch of an Outbound Firewall SW module and targeting APT Defense opportunities. The document also includes a valuation and risks section, raising the price target for F5 from $120 to $130 based on growth opportunities in Telco and Next-Gen Security.
doj/DataSet10/EFTA01453058.pdf
{"title":"Wireless Equipment Signals to Noise (S2N)","document_date":"2014-03-02","document_type":"correspondence","key_organizations":["F5","CSCO","PANW","CHKP","FireEye","Deutsche Bank Securities Inc."],"reference_numbers":["DB-SDNY-0110461","SDNY_GM_00256645","EFTA01453058"]}