the logic in here. altough not very known in the states, EASYNET is a hugh client - the kind that csco and everyone else would have liked to put their hands on. also, you can see from the release that rdwr is becoming very active in the firewall business - and theres alot of meat there. and yet - the market's reaction is one big yawn. only a week after a 2 mil shares rally with no reason. we need a better model here.
look at volume. when it starts to move again it will be on huge volume. most people are afraid (long or short) to be early in taking postion. they are not convinced of trend yet. they would rather "give up a few points". so, imo, they will pay more later when the trend is more obvious. for me, it is already clear enough.