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.