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Radware Ltd. (RDWR) Message Board

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  • kdp2561 kdp2561 Dec 20, 1999 10:16 AM Flag

    Isn't it funny...

    that leads to that conclusion. It is found in the
    following press release:

    Tel Aviv, Dec. 9
    (Bloomberg) -- Radware Ltd., which makes software to improve
    Internet server efficiency, is expected to rise as the
    volume of traffic on the Internet grows, Business Week
    reported in its "Inside Wall Street" column. Martin
    Pyykkonen, a CIBC World Markets analyst, said while there
    are competing products, Radware, whose customers
    include Intel Corp., Bell Atlantic Corp. and Wal-Mart
    Stores Inc., has "solutions (that) offer the most
    comprehensive features and performance capabilities." Salomon
    Smith Barney analyst Chuck Jones said Radware, with 14
    percent of the Internet traffic-management market, second
    only to Cisco Systems Inc.'s 44 percent, "is on the
    rise" and has "a compelling valuation" based on its
    business outlook, Business Week said.

    first sold shares in the U.S. in September at $18, and
    they've risen three-fold to close at 50 5/16

    You will notice it states that RDWR is second only to
    CSCO. Thus, RDWR has more market share than FFIV. FFIV
    may have triple the revenue, but that doesn't really
    have anything to do with market share. The fact is
    that FFIV's market share MUST be less than 14% as is
    made clear in the article. To me the fact that FFIV's
    sales took off the quarter after they had an IPO makes
    it clear that the money raised was used to boost
    their sales force, much like RDWR says they are doing

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