This is definitely a first. Stock picks: 10/16/99: RDWR-37 1/8; ctch 23 1/8; daln 18 1/2; zany 14 1/16; vixl 32 3/4; JPTR 31 1/4; CLIC 53 1/8. Good luck to all.
The Mustric Machine.
That guy is trying to save his A$$. GBLX is left
far behind by these new emerging technologies. Even
CSCO has a similar product called web director or
something like that. Check raging bull's first 100/200
articles. Lots of info. and links there.
Glad to see you like CLIC, but tell me, what do
you know of the stock? I'm having trouble finding any
information on it.
Nice to see it didn't go down too much
If I had more money, I'd load up on RDWR. Maybe
monday if it goes down more, I'll find a way.
People on the FFIV msg board have been talking
about this one, check the small drop for it friday... I
think it would have gone waaay up if the overall market
Interested in hearing your opinions on
Also, FFIV will see 100, again, soon.
FFIV still undervalued compared to FDRY, ATON. FFIV
has excellent partnerships, people, technology, and
has many announcements to come, and when earnings are
reported, coming up soon, it's gonna be getting lot's of
CLIC= e-commerce software, um, do you think this just
might be a high growth sector???! Xmas coming.
Has an article that says that load balancing
software and appliances dont work on large content plays.
Can someone post the article here and talk about how
this will affect companies like Radware, F5, ETC.
there and learn everything you can, but most of
all don't overreact to anything you read on these
message boards. Use it as an educational tool. Alot of
posters have an agenda . Take a look at COMS I've been in
that for over a year,(the last year s#@ked) alot of
good news with the Palm spinoff and the wireless deals
going. has actually been going up or holding steady
while the rest of the market has been down. I hate
October, be careful.LOL
Boy... last week the market sure sucked, glad
When you look at the PPI, and you
back out tobacco and cars and rising oil the index
rose less then 1/10%.
That's negligible... this
coming week we'll get CPI and GDP, I have a feeling
they'll show that Friday's PPI was more an aberation then
But with Greenspan shooting his
mouth off about irrational exuberance again, he's been
doing this for 3 years now, I think we have to realize
the Fed will raise interest rates a 1/4 point next
meeting...but that should be it for a while and the market will
reluctantly absorb this and hopefully realize that compared
to the Reagan era when interest rates were 18%, 6.5%
is pretty damn low.
So where does this leave
Last Friday, RDWR ended the week priced at $31, after
a nice article about how undervalued it was
appeared in CBS Marketwatch. This week it climbed to 48,
then drifted down, along with about every other stock
on Wall Street, to 37.
So what to
Well actually, for an IPO, RDWR's been acting pretty
RDWR's been trading for 12 days
RDWR's in the middle of its Quiet Period which should be
up Oct. 26th. Analysts will begin coverage that day
and should issue Strong Buy
RDWR's earnings come out on Nov.4th., which should be
RDWR has public confirmation that it is extremely
undervalued, (in my estimation until it reaches the same price
valuation as ATON, FFIV and FDRY it will still be
undervalued and a bargain).
So currently RDWR is
trading at less then 1/2 of it's true value.
you can stomach the market volatility this week, my
recommendation would be to HOLD and HOLD on TIGHT.
can't stomach the market,I suggest you turn off your
computer and take a well deserved vacation.
only a matter of time before RDWR attains the price
level that it truly deserves and I'm talking 80, 90 and
100 per share.
The upside potential of this
company is incredible and in the weeks and months to come
we can expect RDWR to take it's position as a leader
in the Load Balancing sector, with a market cap to
This year the stock market has been on a roller
coaster, one month it's up the next it's down, but believe
me the market will be coming back with a vengence
very soon..were else are you going to put your
When the market comes back you'll definitely want to
be in RDWR,
if you're already in HOLD on and BUY
more if you can, if you're not it, get in
ROCK ON RDWR!!!
Monday and tuesday are the crucial days again.
CPI number is going to come on tuesday morning. The
number is going to be high which means the market is
going to fall further on tuesday. Hold your RDWR. If
the market falls it is better to buy CONVERT some
more to RDWR. VIXL is also a VER VERY good deal at $32
- $33. This is competing with BRCD and ZOOX. VIXL
(also RDWR)will certainly double in the coming 2 - 3
weeks (as soon as the quiet period ends and someone
will start coverage on these stocks.
Since you mentioned CSCO, here is an
I guess it is old but quite interesting.
Here are some excerpts.
The EDIME staff were
able to gauge the effectiveness of the Cisco and
Radware load balancing switches by performing ping tests
and monitoring the load on particular servers.
"We found that the WSD was twice as fast as the Local
Director," Dawe said. The Cisco was also "considerably
slower" when it FTPed content from the master server
using the round robin method.
"I think the
server support on the WSD is a whole lot more optimised.
The port handling, the throughput - everything else
was considerably better," Dawe said.
Here is another comparison with
RDWR's products are much superior to FFIV's and FDRY's
As I post this I am sitting in my office 300
yards down the street from FFIV's headquarers on lower
Queen Anne. Lots of new sports cars buzzing around the
hood lately. I think FFIV and RDWR have the potential
to give CSCO a run in some areas. The key is the
balence sheet on RDWR. Very impressive. Any one know if
they have an earnings release forthcoming.