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Radware Ltd. (RDWR) Message Board

  • meravhon meravhon May 15, 2000 8:21 PM Flag

    Giltfparsinvest-nice written

    Few comments.
    -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
    base.
    -If RDWR management will recieve indications that
    itis difficult to compete against such agressive giant
    company they should negotiate with other big company to
    be acquired.
    -Big question is what will be terms
    of such acquisition. Same as ARPT?
    -Upon rumors
    about a potential merger between RDWR and other
    company, price will fly.

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    • because they are a take over target. you people are just plain stupid!!!!!!!!!!!!!

    • I bot it at $56. Now I think it's a nice time to
      buy it.
      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
      orders recieved.
      -Company to confirm record sales in
      Q2 as they claim unofficaly.

    • minimum if acquired:

      Shlomi Cohen
      5/15/2000 05:28 (israelinvestor.com)

      Barron's brings
      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
      your shirt.

      on another note, bloomberg is
      confused:

      05/15 9:10
      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?

    • when have you ever seen this stock rally on news?????????????
      Some of these posts are hilarious..

    • we will see 18 any time soon.. i really want to buy in around 5k shares....

    • I've seen this happen before. Some good stocks look like their DEAD and the KABOOOOOOOM!!!
      I don't know ot this is one, but it surely could be.

    • 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.

    • 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?????????

      YOU SHOULD
      BE SHOUTING FROM THE ROOF TOPS ABOUT YOUR PRODUCTS
      BEING USED!!!!!!!!!!!

      BRAG SOME WILL YA!!!!!!or
      do you want this stock to break 10 Bucks which is
      where its headed!!!!!!!

      Piss me
      off......

      Regards

      Steph's Dad<----My daughter

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