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Radware Ltd. (RDWR) Message Board

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  • lose_or_win lose_or_win May 16, 2000 8:43 PM Flag

    Giltfparsinvest-nice written

    trend during the lockup expiration. I got killed
    when I held FFIV during the lockup expiration. Anyway
    IPO has to go through this frustration. A good stock
    will recover from the lockup expiration while a bad
    will never recover.

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    • Look like RDWR is on a major down trend during the lockup expiration. What does this mean? Does it mean it is going to go down even more? If so we are out of luck. Best wishes.

    • --SUMMARY:--RADWARE, Ltd.--Server & Enterprise
      Hardware * The recently proposed $6B Cisco (CSCO-$60-1M)
      acquisition of Arrowpoint (ARPT) appears to us to be more
      targeted at Foundry(FDRY) and Alteon(ATON) than at F5 or
      Radware. * Foundry and Alteon are more noted for routers
      and switches, rather than load balancing
      capabilities. However, both have a load balancing package as
      part of their router and switch offering. *
      Importantly, Cisco's switching division is doing the ARPT
      acq., not the Local Director Division which produces
      the load balancing product. So, while the Cisco
      offering is now stronger, it has removed a focused
      competitor and may create customer confusion for its own
      products. * We are maintaining our 2000 and 2001 EPS
      estimates of $0.20 and $0.40, respectively and reiterate
      our Buy rating and $55 target. --EARNINGS PER
      SHARE-------------------------------------------------------- FYE 1 Qtr 2 Qtr 3 Qtr 4 Qtr Year Actual 12/99 EPS
      $(0.02)A $0.00A $(0.01)A $0.03A $0.02A Previous 12/00 EPS
      $0.05A $0.05E $0.04E $0.06E $0.20E Current 12/00 EPS
      $0.05A $0.05E $0.04E $0.06E $0.20E Previous 12/01 EPS
      $0.07E $0.09E $0.10E $0.14E $0.40E Current 12/01 EPS
      $0.07E $0.09E $0.10E $0.14E $0.40E Previous 12/02 EPS
      $N/A $N/A $N/A $N/A $N/A Current 12/02 EPS $N/A $N/A
      $N/A $N/A $N/A Footnotes:
      --FUNDAMENTALS-------------------------------------------------------------- Current Rank........:1S Prior:No Change Price
      (05/15/00)....:$21.62 P/E Ratio 12/00.....:108.1x Target Price..:$55.00
      Prior:No Change P/E Ratio 12/01.....:54.0x Proj.5yr EPS
      Grth...:50.0% Return on Eqty 99...:N/A% Book
      Value/Shr(00)..:7.55 LT Debt-to-Capital(a)0% Dividend............:$N/A
      Revenue (00)........:30612.00thous
      Yield...............:N/A% Shares Outstanding..:17.0mil
      Convertible.........:No Mkt. Capitalization.:367.5mil Hedge
      Clause(s).....:# Comments............:(a) Data as of the most
      recently reported quarter. Comments............:

13.785+0.155(+1.14%)11:55 AMEDT