Radware Ltd. (RDWR) Message Board

  • boultt81 boultt81 Apr 21, 2011 1:14 PM Flag

    Earnings next week (28apr)/ buyout $53

    Im not sure whats been driving RDWR these past few days but with its competitors FFIV and Riverbed both reporting strong earnings I suspect that investors are betting RDWR will do the same when they report next week. I look for it to continue to go up heading into earnings.

    Another driver of the stock price for the past few months is the likely hood of RDWR being a takeover candidate because of articles like this:

    http://www.reuters.com/article/2010/12/06/us-radware-shares-idUSTRE6B54JX20101206?feedType=RSS&feedName=globalMarketsNews&rpc=43

    "Israel's financial daily Calcalist reported on Monday that Riverbed proposed to buy Radware for $47 per share, while HP offered $45 per share. Radware, based in Tel Aviv, makes equipment to manage Internet traffic.

    Riverbed's reported offer would represent a 35 percent premium over its closing price at the end of last week at $34.82. Representatives from Radware, Riverbed and HP all declined to comment.

    The report, which did not cite sources, said Radware would respond in the next few days. It also said the family of Chief Executive Roy Zisapel, particularly his father and Radware Chairman Yehuda Zisapel, was looking for an offer of more than $53 per share."

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    • I found it very interesting that Riverbend jumped out early and pre-announced to get their stock trending back up. They need it higher to make a bigger bid, if it is a real story on the acquisition front. Best would be an internal bidding war among several players. I don't see how you can go wrong here at $35 and below.

 
RDWR
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