Sun, May 19, 2013, 7:11 PM EDT - U.S. Markets closed
$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.