-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.
trend during the lockup expiration. I got killed
when I held FFIV during the lockup expiration. Anyway
IPO has to go through this frustration. A good stock
will recover from the lockup expiration while a bad
will never recover.
SPENDING ALOT OF TIME SHOUTING and talking your
If you're that good relax, you don't need
to shout so loud about it. Go and find someone that
wants to hear how good you are. I for one don't care
about your position.
So get your hand off it and
stop rubbing peoples nose in the market... any one
would think you never ever held a stock that went down,
or a you just perfect?
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
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.
minimum if acquired:
5/15/2000 05:28 (israelinvestor.com)
this weekend an interview with Neil Druker, a money
manager who likes M-Systems (FLSH), with whom I agree,
and who also recommends to short Radware (RDWR), one
of my holding. On Radware, I think he is totally
wrong. His reason is too simple: Cisco bought RDWR's
competitor, ArrowPoint, and that collaboration spells the end
of the world for RDWR. Sorry, Mr. Druker, but this
is the same story I heard two years ago on Check
Point Software (CHKP), i.e., "Cisco bought its
competitor and CHKP is a great short". Well CHKP was $30
then and now it is $320 (pre-split adjusted). Mr.
Druker is wrong for the same reasons investors were
wrong on shorting CHKP. Both have great technology and
products, a fast growing market and great CEOs. Druker
forgot that RDWR has a "small" distributor called Lucent
(LU) which still competes against CSCO. On the other
hand if RDWR is in trouble I guess it soon will be on
the block for sale at not less than 3 times the
present stock price. So short it only if you want to lose
on another note, bloomberg is
Radware Ltd. (RDWR US): The maker of
equipment for managing Internet traffic said it's opening a
branch in Munich as part of its plan to expand in
Germany. Radware shares rose 1 1/8 to 24 7/16.
I'm trying to understand the approximately
doubled volume the last few days. It seems most likely in
my (non-pro) thinking, that one institution may have
decided to sell and has been doing so in small lots
steadily for several days. PLEASE BE CLEAR: I DO NOT KNOW
THIS! I AM LOOKING FOR AN EXPLANATION FOR THE DOUBLED
VOLUME. Other possibilities would be paced insider
selling, or a lot more shorts covering than I would have
guessed were out there? Does anyone have any real hard
information which would shed light on the doubled volume?
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.
I see alot of selling in blocks of 5000 or
more(yesterday alot of 10000 share trades on the bid then the
ask). I do not get a clear picture of a short sell vs a
regular sell but clearly it was 2-1 yesterday sells vs
buys. I think we need to test the 52 week low again.
Why you might ask? I don't have a clue but it just
feels like thats where we are heading. But I will say
this again "PR" SUCKS in this company....I'm Long for
a few reasons very good products...Profit....strong
buys(which have not meant ----. With this Victoria Web Cast
today NO PR whats up fella's?????????
BE SHOUTING FROM THE ROOF TOPS ABOUT YOUR PRODUCTS
BRAG SOME WILL YA!!!!!!or
do you want this stock to break 10 Bucks which is
where its headed!!!!!!!
Steph's Dad<----My daughter