Very strong statement here. Also saw where another hedge fund has over 5%. I don't know what Radware's management is doing, haven't heard a peep on the Analyst meeting on May 6, but maybe this is why Fidelity acted. You would think Checkpoint, IBM and even Oracle would be interested in the company. Some organic growth alone in the upcoming quarters or an OEM announcement with IBM could send this stock up 40%.
Realize Radware has $270m in cash or over $6.10 a share of cash. Maybe private equity will make a lowball offer. Checkpoint has $3.5B in cash just sitting there.