What is the big difference between RDWR and FFIV
The difference is, that in the case of FFIV, every
time the CEO is going to the toilette FFIV is giving
an announcement in Bloomberg and hype the stock.
Yes, the real hype is coming from the company and not
from this msg. board . While RDWR is aggressively
bulking up its sale force in Europe and US and don�t even
give an announcement. RDWR is for professionals.
But it won�t change the current TA and fundamental
picture. Superior technological advantage is the right
choice, short and long term.
RDWR went down
Friday. Some profit taking at this point is really O.K..
We have to understand that Longs were under lots of
psychological pressure, and when the stock moved from a bottom
of 41.5 to 49.5 (+20%) some of them (weak hands)
This will only give more force to the
next up movement .
I think that RDWR showed
us very well how fast she can move without news !
At this price level, what kind of a movement can
RDWR do on the basis of a good IBM+RDWR news
This is not the point. The point is that RDWR has
superior technological advantage on competition. This is
where the big money is.
Question : How do I know
that RDWR has superior technological advantage
Go to RDWR web site and look at all the awards she
has for the best products.
Question : Why did
RDWR went to an IPO in September ?
has the winning technology, RDWR needed the capital
in order to build a proper sale force.
started to do it aggressively.
At this point past
revenue growth is not an issue. At this point revenue is
going to grow so strongly that any entry point from
here to 80$ is bottom price.
This explains the
pattern of some other new IPO�s. Price go up strongly in
the beginning than a big diving (some bears are
looking at past earnings growth) and than constantly up
in a spiral of up, split, up, split....
have walked, the evidence is the selling
100/200/300 share block at BID, many
have walked away
disappointed and pissed
that they waited for BEP only to
grow in size! I am sure you are
is always room for more to flock to the
sign if and when we break below $40 a share! At
current rate that may happen this week!
Just my 2
It will not reverse until the people that are
currently in the stock, and are losing money sell.
There are too many people still in, that just want to
Give me some capitulation, and i'm
before next earnings in February, i am sorry
say investors will soon lose confidence, and move to
other related plays such as FFIV
This industry is HOT, and if RDWR is to be
with the BIG boys, they will have to
act like the
I must admit I need something to
stay commited to RDWR, the silence is causing
drift to lower to lows, and I belive investors
throwing in the towel!
Best for most, with limited
exposure in RDWR
would be to check back in 60/90 days,
those of us like myself, that accumulated to
shares because the price was just to
cheap to pass
on, hope that news comes
is the BEAR? I thought he would let us know how bad
we are performing relative
tommorow is better than today! Hope,
all the LONGS are
doing well with other
positions. Take a look at ATON
will we get our day in the sun?
I agree! You are absolutely right on that
You know why I had all the "patience" to hold the
portfolio for that long? I went thru law school in the past
few yrs after a well-established high-tech career,
and the hell stress of law school made me totally
forgot I still hold several stocks.. that's how I beat
most of the short-term traders...... do nothing, just
like Rip Van Winkle.
Actually, your story will
make me sleep better (my sleeping have had some
problems recently due to RDWR :-). As I said, I got in at
51, now 43+, that's nothing, compared with what
you've gone thru.. Let's just hope RDWR management will
do something nifty in the near future..
Yup! I have been on a roller coaster, but I have
no problem with it. To sell at 87 I would have to be
sure that it would drop more than 35%. Otherwise when
you take into account short term capital gains it
doesn't make sense. Short term cap. gains are between
30-37%(depending on tax bracket) so I have to be really sure that
it would drop from 87 to 54 just to get back in and
break even. To actually get back in and make any money
I would have to get in at something below 54.
Otherwise it all goes up in smoke in april. This is why
studies show that people who trade frequently have to
outperform longterm buy and hold investors by 30% per year
on average just to be at the same level with them.
Gains don't do you any good if you have to sell shares
to pay taxes. Anyway, I like your long term plays
-nice list. Now image if you had bought one a week
after the IPO and instead of trading the volitility you
just sat on it and it grew tax deferred all these
years. That's what I'm trying to do. It isn't easy when
you watch them everyday like I do. But, nothing worth
doing is ever easy! Good Luck, no matter how you
Are you telling me you got in at 28.5, riding the
wave thru 87, down to 43 now, watching it daily, but
You are certainly in a different
investment style.. I am a long player as well, I got in GE,
MSFT, INTC, CSCO, AOL, DELL, etc about 5 yrs ago, and
still holding today, despite they have gone up 3-5
folds. But I will not hold a stock that went double in
value in a few days, those rocket stocks tend to be
pushed back like falling rocks too. Well, wish your
patience will pay off.