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Radware Ltd. (RDWR) Message Board

  • nsa_ear nsa_ear Dec 28, 2000 11:31 AM Flag

    Its been a great qtr

    and this market segment is booming in europe. i wouldnt be surprised if rdwr will show 40% sales growth in the 4th qtr. meravhon?

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    • We will come tomorrow with our estimates for
      We know for sure that unlike FDRY and FFIV, RDWR
      feels comfortable with the street expectations.

      Analysts consensus for RDWR's Q4 earning are 10 cents. It
      means actually no growth compared to Q3. If you are
      right about 40% growth,it means almost $15.5M of sales
      and 18 cents EPS.

      Maybe you are right. We will
      know better tomorrow.

      • 2 Replies to meravhon
      • share. i would say more like 12-15 cnt. dont
        forget: they have a very high margin, and also plenty of
        cash that they can play with to get another 1-2 cnt
        per share.but keep in mind that beating the
        expectation in not enough in todays market. we should get
        used to the fact that the summers price levels
        (27-32$) might not come back for a long time

      • I feel I need to respond to these estimates that
        you posted....while I would LOVE these numbers (40%
        sales growth), I think we need to be a bit more
        conservative and realistic in our observation. Even if these
        numbers are possible, it would be wiser to spread some
        out to 2001.

        I look at my simple analysis as

        I will be conservative and leave growth at 30%
        although I believe it could and should be higher due to
        the Compaq deal which should have produced some
        dividends by now.

        I will assume a conservative
        (large) increase in expenses of $1.7 million from prior
        quarter. During this Q most of offices are experiencing
        full expenses and this will be reflected. I will also
        assume a gross profit % of 82% which is a drop from
        prior quarters....again just to be

        The result of the above is as

        increased sales of $3.3 Million thus increased gross profit
        of $2.7 million. Less increased expenses of $1.7
        million leaves us with increased operating profit and net
        profit of $1 million.

        This translates into
        approximately 5-6 cents increase in EPS for Q4. Which leaves us
        with between 15 and 16 cents EPS.

        Again I will
        stress that I believe these numbers are conservative and
        there is some upside potential.

        Please let me
        know what your thoughts are on the above


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