Bipolar Earnings: F5 Up, Netflix Down

Matt D'Alto submits:After watching the reactions to strong earnings reports from companies like Apple (AAPL), Google (GOOG), F5 Networks (FFIV), and Schlumberger (SLB) (among others), it appears that investors' glasses are finally half

David White submits:A plethora of high PE stocks have been taking hits lately. The F5 Networks (FFIV) miss, which resulted in an approximately $25 price drop, seems to have started a trend.

Trader Mark submits:While F5 Networks (FFIV) doesn't operate in the same space as Riverbed Technology (RVBD), the simplistic herd has pushed these two stocks into the same space due to "cloud" or "mobile Internet" exposure.

Trader Mark submits:So far, our technology names have really done well in terms of earning report reactions. You never know how the casino will take the figures and, considering many earnings reports have been sold this week, unless they were huge beats it's been a minefield. Eventually we will step on a mine - it's just part of the game - but for now we seem to be weaving through nicely.

By Bill Maurer: After the bell on Monday, shares of streaming giant Netflix (NFLX) rocketed higher after its first quarter earnings report. Subscriber numbers came in at the high end of guidance, while revenues were roughly in-line with expectations.

By Bill Maurer: Shares of online and DVD content provider Netflix (NFLX) beat expectations when it reported fourth quarter earnings on Wednesday, sending shares higher by 15% in the after hours. It was a good report for Netflix on many levels, but there are still plenty of issues the company is dealing with. Let's crunch some numbers. Q4 Results:

By eChristian Investing: After the market closes on Monday, Netflix (NFLX) will report its second quarter results. No doubt the numbers themselves will be very impressive. Wall Street is already forecasting revenues to increase by an astounding 52% and earnings to grow by nearly 40%.

New Finance submits: F5 Networks Inc.