-If CSCO already has 40% of
market, why they had to acquire ARPT in a value of $5.7B?
Probabely because their products are inferior than
competitors products. They came to the conclusion that they
are going to lose their market share to new
competitors like RDWR having much better products.Now, trying
to fight against this trend, they assume that by
using their sales channels it will be easier to sell
ARPT products. Coming weeks will be very important. It
will take some time untill CSCO salemen and
distributers will understand and digest ARPT products. During
this period RDWR should make special efforts to
penetrate to new markets and expand their customers
-If RDWR management will recieve indications that
itis difficult to compete against such agressive giant
company they should negotiate with other big company to
-Big question is what will be terms
of such acquisition. Same as ARPT?
about a potential merger between RDWR and other
company, price will fly.
I agree those things would be nice!
be that when mgt. has plenty of operating cash they
aren't too worried about investors' concerns of the
moment. BUT if investors can be puzzled or worried,
clients can too: And the CISCO pitch will probably be,
"Hey, why mess with a gaggle of sub-contractors when
you can buy from us and then forget it!"
measured, on-the-record statement from principal management
of their view of the competitive landscape, that
they are not selling or are re-buying, might be smart
Thanks for your reply.
It seems that almost all investors appearing in
this board are buying RDWR.( We also bought yesterday
at $19 5/16, and today we have an open buying
order). Company denies the rumors that insiders are among
the sellers. Probably many holders are selling after
the CSCO-ARPT merger. They worry that CSCO, being so
agressive, may hurt RDWR business.Company employees cannot
see any difficulties in marketing its products. Even
in these days, after the deal, Company recieved more
orders, especialy in Europe. They feel great confidence
in the products. I told them it will be nice if
insiders, sold shares during SPO in $55, will buy now in
$20's, that investors will feel the same confidence. So
I am waiting to:
-Company to buy back signifacnt
amount of shares.
-Company to release news on the new
-Company to confirm record sales in
Q2 as they claim unofficaly.
They say the devil is in the details, so when the
explanation isn't obvious, that's where I look. A lot of this
may just be my ignorance: Maybe there ARE enough
shorts out there to account for this nice, paced
selling. Opinions? I don't know how to assess the effect
of the Barron's article, either. It seemed odd,
because it was super aggressive into pretty good
financials and no visible problem.
I bot it at $56. Now I think it's a nice time to
Traffic management will be more and more
critical in networking, and this company is in good shape,
as far as I know.
Just bought some at 19.125
I've got 1000 @ 70 dollars 1000 @20.50 so far
will take 1000 more in the next few days. I think the
Nasdaq is in a sidways to up pattern I feel the Barrons
story has hurt the confidence in this stock but I feel
up is more a reality then down alot more these
shorts I think are in it for a short term trade man what
balls I have to give them credit. Keep the faith. I
have no choice!!
Just think about this .05
profit .01 expected over 100 million cash.....You tell
me why its going down.....in my opinion no good
reason..Yes it hurts when it goes down but if you can't take
the ride step off at the curb.