Radware Ltd. (RDWR) Message Board

I am in both of these. But in recent days they're getting hammered good. I'm looking to the future , but does anyone have any perspective why these two are getting
hammered ?

Long on FFIV and RDWR

I hate to lose a debate. Especially when I have clear proof that I am correct. Thanks for the tip though!

plyka is a dedicated short some months ago he was
on the GNET board trying to convince longs that GNET
had no where to go but down . If my memory is
accurate that was near the bottom for GNET which has
almost doubled since.

research. I've been in for some time now and was
pleasantly surprised by the Business Week article. Business
Week is a perfectly reputable source of information in
my book and so I will choose to believe that they
are correct in saying that RDWR has 14% of the
market. If you prefer to think that they are wrong about
RDWR's market share that's your prerogative. But I would
think that they are pretty confident as they quoted
actual numbers. Whether they are using a traditional
form of measuring market share or some unorthodox
method is of little concern to me, beacause I didn't
think RDWR had that much of the market by ANY measure.
So, I view it as icing on the cake. As for getting in
now, I think we may be range bound for a bit, perhaps
even until next quarter's earnings. But, if you are
thinking long term this seems like a good time to get in.
Good Luck and as always BUY, HOLD, AND GET RICH!

you wrote:

"For instance: Company A can
have revenues of $1,000,000 by selling 1000 products
for $1000 each. Company B can have revenues of
$500,000 by selling 5000 products for $100 each. Thus,
Company A has higher revenues while Company B has more
market share. In fact, Company B has 5 times the market
share of Company A."

You're again assuming that
market share is always measured by units sold, when in
reality, market share is TRADITIONALY measured by
revenues.

Go to IDC.com and do some research.

that
said, i like the way RDWR is trading, and intend to
jump in with a small position at these prices.

You say, "market shares is traditionally measured
by revenues."

I don't believe this to be
true. Revenues have a relationship to market share, but
it is a multiple of the price of the product
sold.

For instance: Company A can have revenues of
$1,000,000 by selling 1000 products for $1000 each. Company
B can have revenues of $500,000 by selling 5000
products for $100 each. Thus, Company A has higher
revenues while Company B has more market share. In fact,
Company B has 5 times the market share of Company
A.

Now if you think FFIV has more market share than
RDWR, then Business Week magazine has made an error,
but I doubt it. The article WAS printed well after
FFIV announced it's quarterly revenues, so I assume
that it is true. In any case, I think RDWR's
international presence will eventually allow it to GROW at very
fast pace.

Thanks, I know rdwr is better long term buy I've
been in from day one and it's one I don't plan on
selling anytime soon. My point was that foundry does have
a like product of load balancing and rdwr was rated
better. If I can find article again I will email to you,
you will probably be better at explaining my point
then I. Thanks again.

RDWR sells through distribution. So it is not apples to apples. RDWR has lower revenues, but also lower COGS.

both FFIV and RDWR sell products ONLY in the
internet traffic-management sector.

market shares
is traditionally measured by revenues.

if
FFIV and RDWR both ONLY sell products in the internet
traffic-management sector, and they are measuring market share in
the traditional sense [revenues], and FFIV's revenues
are 3X what RDWR's are, then it is logically
impossible for RDWR to have a bigger market share than
FFIV.

simply put...