"First of all, we don't believe that the right solution is to put software on a server because this can be a managment problem...we are actually selling hardware. It's a solid-state Intel platform with no moving parts...the same box can do load balancing for local or global servers...Pricing starts at $7,000 and can go up to $30,000 a box."
This internet bacbone stuff is pretty solid. E tailers will fight for the consumer to survive where I think AMZN, AOL will win. But RDWR will benefit from the traffic of the users . That's why CSCO is king....for now. Long 1000 shares rdwr
I have invested in several Isleali companies in the past and still hold several of them. My experience is very disappointing to say the least.
Take a look at VOCL, NTRO. They are the dogs. They typically don't update what the company is doing, let the investors hang dry. The way they do businesses is also quite different from the States. Anyway, use caution when you are dealing with Islaeli companies.