analysts at cantor fitzgerald, tracking the index of 65 largest internet names -- facebook, linkedin, google, yelp -- and earlier it had surged 52%. in terms of levels technicians are watching, mark newton, gray wolf's chief technical analyst, says facebook, he thinks $42.60,

two weeks ago cantor fitzgerald with a very compelling buy recommendation, slapped a 110 price targeta stock. and would represent a gain of more than 21 points from the levels. how can f5 get there? when we talk about tech, tech trades on new product cycles. as products get older, the sales decline and then companies come out with new and significantly improved models and come roaring back with a vengeance. that's the tale of the tech. in the most recent quarter, they posted a 10% year-over-year decline in revenues. that's because it was at the trough of the key product cycle. the company now has the biggest product line refresh in four years in the works and when the new products hit the market, they'll return to growth. plus the company will be up against easy comparisons thanks to the softness of the recent quarters. f5's core application represents a $5 billion adjustable market, one that can expand to $14 billion. f5 is a big chunk of that pie. and their market share could grow as cisco has dropped out of direct competition here. about a year ago, they stopped designing new appli

according to cantor fitzgerald, f5 could have a $20 billion total adjustable market.eep in mind this is a fierce competitor. how about some catalyst here? first of all, the company reports on october 23rd. i'm actually giving you this story ahead. i usually wait for the quarter. i wouldn't be at all surprised if they actually beat the expectations because they've been reduced so heavily. however, that's right after the debt ceiling debacle is expected to hit. if washington is still a mess at the time, f5 may not go up even on a good number. but then on november 14th, the company has an analyst meeting where i think they'll tell a positive story. ideally we'll be out of the woods by then with the shutdown and debt ceiling. i hope. here's the bottom line, f5 has been bent, spindled and mutilated but this company is turning things around with a crucial product refresh coming. biggest in four years. the networking business is healthy here and i think the stock deserves to be bought. i want you to use the washington-induced weakness to buy f5 incrementally over the next mo

cantor fitzgerald tries it and may face charges for money laundering. a former federal prosecutor ahead. ashley: in tech minute, what the heck is google up to. mysterious barges in california. like plot of mysterious bond movie. what are they doing? it's a mystery. anyway, markets search for gains, gold down almost 2% the day after the fed makes no changes to its bond-buying program or interest rates for at that matter. we have team coverage with lauren simonetti on floor of the new york stock exchange. sandra smith in the trading pits of the cme. lauren, let's kick it off with you. >> hi, ashley, hi, tracy. gold is down and because of dollar is up. you have jon hilsenrath on the show and taper by the fed could happen sooner than many people think. that is why the markets are stuck. dow is down a point. s&p is up a point. great october for stocks, up 4% for the broader market. leading the market today, sectorwise, discretionary stocks, consumer stocks leading way. financials are lagging. if you look at dow visa, american express are losers. on top of th

analysts at cantor fitzgerald, tracking the index of 65 largest internet names -- facebook, linkedin, google, yelp -- and earlier it had surged 52%. in terms of levels technicians are watching, mark newton, gray wolf's chief technical analyst, says facebook, he thinks $42.60, which he said would be a good area to buy. linkedin, newton says close to support to buy on this initial dip. a lot of support, he said, between 208 and 213. the technician says the overall chart of google still looking constructive, but fayer says it could mean additional weakness. >> josh, thanks. we talked about the names yesterday on the desk and there was a lot of confusion about how to trade the stocks. let's take a listen. >> i think the fact that you see momentum stocks going down significantly today, they need a resolution by friday. >> momentum stocks on the downside, i'm on the upside. we'll buy more facebook yesterday. fundamentally we like the name. >> -- people made a lot of money in the stocks. if you're worried, you take your profits, significant profit, you go home, you don't risk losing them all

a pair of big calls for two widely held retailers, cantor fitzgerald coverage of coach and tiffany with buy ratings. shares of coach down more than 2% the analyst making the case now is the time to get in. allegra perry joins us live from london. welcome. nice to have you on "the halftime" show. >> thanks for having me. >> why the coach call? >> so coach is an interesting story. i think it's a turnaround restructuring story. the current discounted valuation it's under 14 times on a one-year forward basis. it's a near low point since the financial crisis. that offers a compelling opportunity to get into this luxury turnaround story. clearly in north america where handbags have been the issue for the brand where it's lost some market share as the market leader in 30% of the market, i think they're doing the right things to elevate that range, focus on long logo product and brought in a seasoned design who will have i think a very good influence on the ranges. they're also building on a very strong foundation. they've got heritage and i think they've set the bar pretty low this year as far

cantor fitzgerald also saying that you could drop even further. reuters did a poll yesterday.apering until at least part 2014. by the way, i just look at the website cme where they do determine when the feds next move may be with interest rate policies. it is pricing in the highest percentage chance. the month is april 2015. it is at a 49% chance. something to note as we continue to see these bond yields drop. back to you. dagen: thank you. sandra smith. if you live in brazil, get ready to pay big time for the playstation four. jonathan cortina is here. he is a gaming nerd, i guess. >> i do have children who are always interested in something like this. kind of an unrealistic price tag. what we are seeing here is that sony is only making this playstation4 out of one factory in china. they are tacking on this transfer fee. they say it is costing way too much money with rising commodity prices. it will be interesting to see how many people pony up and want to buy something at this price. usually when something comes out, yes, there is a flurry. wait until things die down a littl