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Radware Ltd. (RDWR) Message Board

  • ontheroad69 ontheroad69 Dec 17, 1999 11:36 AM Flag

    Isn't it funny...

    That the only news on the RDWR board is how good FFIV is???? Just wondering?

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    • 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...

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RDWR
16.31+0.30(+1.87%)Jul 23 4:00 PMEDT

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