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Radware Ltd. (RDWR) Message Board

  • sleepysb sleepysb Dec 9, 2010 8:18 AM Flag

    Radware being aquired is not "if" but when

    As far as Radware being aquired it's not "if" but when, when they get to $53/sh or higher. There are other companies standing on the sidelines watching this play out and could enter the bidding war at anytime, there is obvious interest for this company they will atleast get the $53/sh they want, the Zisapels have been through 19 mergers and aquisitions before this and seem to do this for a living and is their end goal for all their companies. HP and RVBD and both of them have 2 different reasons for wanting them. HP is a huge client as well as IBM, where RVBD is looking to aquire a competitor. I wouldn't be surprised to see DELL enter the game because they are really trying to expand into enterprise software business and diversifying.

    "Radware's takeover premium

    As far as Radware is concerned, there is no need to stand with a stopwatch in hand and guess if it will be acquired, for how much, and when, because obviously, since the company did not categorically deny that it was for sale, something is in the offing. It is also clear that for companies like IBM or HP, Radware's technology slot, or that of its main competitor, F5 (FFIV), is vital, and they have to act sooner or later, because the option of independent development in niches outside their existing frameworks is long gone.

    Furthermore, in a normal stock market, Radware's share price will not soon return to the $20-25 range (if ever), because the recent reports have pinned to it a takeover premium that was not in its price previously."

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