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Radware Ltd. (RDWR) Message Board

  • bimmertx bimmertx Jul 29, 2012 2:50 PM Flag

    Incredible value in Security Space

    $250m in cash with a market cap of $662m means company being valued at $412m. Trading at 2x of revenue. Partnerships with IBM, Checkpoint, Juniper, NEC and two more to be added this year per the CEO.

    Shocking that it has got this low. I believe there is more to them not signing up with Juniper for the enterprise ADC business.

    I would think IBM, Checkpoint, HP, Oracle, Dell, and others are interested in this company. They could pay $50 per share and only pay around $850m for the entire company after you take out the $250m.

    Will be amazed if we don't get several upgrades next week. Analysts don't understand the Checkpoint partnership. I think they are the ones that told Radware not to give IP (code) to Juniper.

 
RDWR
20.83+0.52(+2.56%)Mar 27 4:00 PMEDT