-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.
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.
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 sold 40% my FFIV position at 42 today and bought RDWR with the FFIV gains. RDWR will eventually hit the 50s and FFIV the 80s. Just be patient and dont go margin. This market is tough on margins.
explain why this stock continute to drift lower
despite magnificient earining report.
particular I don't understand the drop on Monday. Please
note I have no position in this stock, but I am
considering to go long.
Thanks in advance.
some @ 19 3/4 & some @ 19 3/8
watching the last few days and I also believe that the
bottom is near. Saw what I believe to be shorts
beginning to cover in low $19's and also some bargain
hunters (like myself) starting to step in. Barron's
usually affects a stock for only a few days.
While a dip into the $18's is possible, I see RDWR
moving into low to mid $20's soon and into the $30's in
an anticipatory move into earnings. I also think
that RDWR is a takeover possibility between $40 -
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 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
Thanks for your reply. Here's what troubles me a
little: I'm long, and there is no apparent reason for
RDWR's not responding upward when the NASDQ heads up...
until you look at the volume. If an institution has
decided to sell, maybe because its analyst thought RDWR
lost a niche market with Ciscos aquisition of
Arrowpoint, hey, that's the way the market works. And the
same goes for shorts. BUT if it's insider selling
steady, day by day, that's a different matter.
haven't been able to get info on whether there is a
lockup expiration. Does anyone know if there is? Well
over half the stock is owned by management,
I phoned the company this am to try to get some
clarity on this and was referred to Dennis Dobson at
203-255-7920. He works for a PR firm which handles RDWR's
investor relations. He said there was no insider selling
so far as he knew.
It's a busy day for the
company so its probably best to leave them alone until
tomorrow; but then, why not try to clear up the matter of
insider selling with them? If it's not there, if it is an
institution or large stockholder selling, management isn't
doing the company any good by staying mum, I wouldn't
think. What do you think?
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.