Radware (Nasdaq: RDWR ) is a leader in the Internet traffic management market, states Leifur. "Their products load-balance Internet traffic across Web servers, across cache servers, firewalls and ISP connections. Their gross margins are above 80% due to the heavy software content of their products. The valuation of the stock at $20 is compelling, particularly given the $8 per share in net cash on the balance sheet."
Besides the JV with CMVT and the marketing agreement with Compaq, it is clearer that Q2 will show continuation of revenue growth and profitability. The acquisition of ARPT by CSCO has done only good to RDWR, enables it to sell to previous CSCO customers.
comment from rdwr about cisco's press release from 2 weeks ago (in supercomm show), in which radware was mentioned as one of the partners in cisco's VPNA alliance. either they didn't notice it (unlikely) or they didn't consider it as important news (very unlikely). or maybe there is another reason?