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Radware Ltd. (RDWR) Message Board

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  • speakwhisper speakwhisper May 18, 2000 11:36 AM Flag

    Giltfparsinvest-nice written

    I agree those things would be nice!

    It may
    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!"

    So a
    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
    marketing.

    Thanks for your reply.

 
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