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

      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.

    • frigablah frigablah • May 18, 2000 11:31 AM Flag

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

    • loves_to_barf loves_to_barf • May 18, 2000 11:31 AM Flag

      In the TOILET yea again, but I forgot to FLUSH!

    • meravhon meravhon • May 18, 2000 11:23 AM Flag

      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.

    • domainhustla domainhustla • May 18, 2000 11:01 AM Flag

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

    • loves_to_barf loves_to_barf • May 18, 2000 10:26 AM Flag

      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.

    • speakwhisper speakwhisper • May 18, 2000 10:20 AM Flag

      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.

    • Black_Zhao Black_Zhao • May 18, 2000 10:13 AM Flag

      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

    • village_idiot_too village_idiot_too • May 18, 2000 10:09 AM Flag

      Another day in the TOILET eh?

    • stephaniedad stephaniedad • May 18, 2000 10:04 AM Flag

      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.
      Steph's Dad

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