FFIV & RVBD are the CSCO of the smart phone, 5 10 more years of growth.
http://blogs.wsj.com/financial-adviser/2010/12/09/who-will-win-the-smartphone-wars/?mod=yahoo_hs
http://blogs.wsj.com/financial-adviser/2010/12/09/who-will-win-the-smartphone-wars/?mod=yahoo_hs