Few days ago you gave me some complimants I am not sure I deserve. I am quite sure the information about the JV between RDWR and CMVT is correct. There is additional piece of information not confirmed yet. (There is an holiday in Israel). This info says that RDWR and Compaq signed a distribution agreement. CPQ will sell RDWR's products where ever they are selling their products. Some of RDWR marketing people are already training CPQ salesmen in different countries. Looks like briliant marketing strategy. Maybe this is one of the reasons for the sharp rise in the price.
rise for no obvious reason, usualy means that insiders know something we dont. remember this: in the next few years the biggest internet traffic problems (which rdwr supplies the answer to) are going to be in the cellular-data-trasfer field. now imagine that rdwr's products will be marketed directly, as part of a package, to a hugh clients portfolio like cmvt's. only a theory.