on ATON report. the good news is that the traffic management market looks good and draws a positive investor's attention. here is one paste from todays news: "Without a doubt, Alteon is in a sweet spot as demand for its Web switches, adapters,and traffic management software for Web data centers is snowballing faster than the current Harry Potter media frenzy". the not so good news is that in this market, if one company gathers momentum, its usually on the expense of its competitors.
First of all, all the stocks in these area jumped at least 10%, RDWR included. You make the dumb comment that if one company gather momentum, it is usually at the expense of its competitors. What gives you any indications that demand for RDWR and FFIV products are declining because of ATON? It is usually the other way around, you dummy. When a company announces that the demand for its products are great, prices of the stocks that group GENERALLY goes UP, and visa versa. Today was no exception.
Why are you trying to raise even a hint of doubt on this great news? RDWR beat estimates by 400% last Quarter and, barring any unforeseen disasters, RDWR will have another strong Q. Get out. You deserve to be trashed for your stupid comment.
What you say is true, but you are looking on things from an investor's point of view. There is also the marketing point of view. there is no loyality in the hardware sales business and if your competitor's product is better - and aton has just launched its 2nd generation products, then the pressure is on you. i still think rdwr has good long term potential, especially since the jv with cmvt will start working soon. but in the short-term, and im talking about marketing now - there seem to be alot of obsticals. and as you know, the point where the marketing and the investors are meeting is in the quartetly reports.
Article in LA Times last Saturday stated that traffic management market is expected to rise to $2 billion in 2003 from $500 million this year. I believe there will be room for many companies to be profitable and grow in this market. Even if ATON gains a dominant position in the US, RDWR can still be very successful in Europe, Asia, and beyond.