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Radware Ltd. (RDWR) Message Board

a_casablanca 472 posts  |  Last Activity: Jan 24, 2001 9:36 AM Member since: Aug 20, 1999
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  • Reply to

    hi skibare regarding exds/lvlt-hosting

    by a_casablanca Jan 24, 2001 9:14 AM
    a_casablanca a_casablanca Jan 24, 2001 9:36 AM Flag

    good one and I would do neither:

    but your Mr. skibare seems to advertise your LVLT stock on the exds board (necesarry????) !!!!!

    sorry for my post and good luck longs

  • Reply to

    hi skibare regarding exds/lvlt-hosting

    by a_casablanca Jan 24, 2001 9:14 AM
    a_casablanca a_casablanca Jan 24, 2001 9:25 AM Flag

    see ya


    skibare

  • 1. lvlt not cash flow psoitive
    2. lvlt only 2 mio sqft hosting available (cost them a lot off money and I doubt they will be able to compete in the market (makes it even worse to get cash flow positive)
    have the feeling they only wanted a little traffic onto there pipes.
    3. exds in partnership with relera is in lvlt center's --exds may rever the low profile clients for simple colo to this data centers
    4. exds away from colo and building paltfroms (with msft...)

    could continue until 100 (p.s what is lvlt doing, when NT brings the pipes up to 1400 wavelength)

    good luck with your LVLT and maybe we can discuss it here soon.

    casa

  • Reply to

    sibare thought exds REV 2.4 BILL

    by a_casablanca Jan 8, 2001 1:07 PM
    a_casablanca a_casablanca Jan 9, 2001 2:30 AM Flag

    Mr. bmick99,

    thanking you very much for
    your response (we are all doing the same- investing
    for the future off the internet and betting it will
    be big-IT WILL)-my response was also made to Mr.
    Skibares post on the EXDS board (just wanted to give back
    some numbers-since value, GROWTH and PROFIT's
    matters)

    I have a little different opinion-you could start
    with redundancy off data centers etc. you could
    continue with bandwith prices etc...
    you could look at
    margings etc.
    (no way I want exds to be involved in
    pipes)

    do not get me wrong, whishing all LVLT investors the
    best with
    your investments (it will pay off--also
    believe exds is the better one-grin)

    we should
    finish this here

  • and over 400 mio ebidta profit-market cap 6 bill.

    lvlt 12 bio market cap-1.9 bio rev in 01 and not even Ebidta positive.-projected in 02

    correct me

    casa

  • Reply to

    article--HOLIDAY season and security!!

    by a_casablanca Nov 7, 2000 12:45 PM
    a_casablanca a_casablanca Nov 7, 2000 3:03 PM Flag

    don't know pedro. was asking the same question myself.

    anyway i'm also long exds

    happy investing

  • Dialogue


    With the holiday season less
    than a month away, e-tailers and service providers
    alike are going on high alert against cyber assaults
    like the destructive distributed denial of service
    (DDoS) attacks that shut down several public Web sites
    by flooding their servers with traffic and
    preventing legitimate users from accessing the sites. Many
    in the industry-including Bill Hancock, senior vice
    president of security at Exodus Communications Inc. (Santa
    Clara, Calif.)-say new variants of DDoS could pose an
    even greater threat to e-business.

    What makes
    these attacks so appealing to the hacker
    community?

    These attacks are simple to launch, and they make a lot
    of noise. Distributed denial of service attacks
    don't require much technical skill, but they can have a
    huge impact on a site and a company.

    Given that
    DDoS attacks appear to be legitimate traffic, how do
    you weed out bad traffic from good?

    Not all
    distributed denial of service attacks look like common
    traffic, so you can institute rate-limiting filters to
    reduce the throughput speed of some streams of traffic
    and minimize the impact. Doing that, you're not
    actually killing off an attack, but you are slowing it
    down. For example, a lot of hackers use ICMP [Internet
    control message protocol] in their attacks. ICMP is a
    network management protocol that you would only use to
    ping a device. There really never should be a huge
    stream of ICMP traffic, so you can set a rate-limiting
    filter to block it.

    There is such a shortage of
    security expertise that some people say there are more
    experts working against companies than for
    them.

    There is still a huge dearth of security expertise.
    Really qualified experts are in high demand, and their
    numbers are not growing. A number of companies claim to
    have qualified experts, but a lot of those are really
    50,000-foot level security people who may be good at defining
    policy and direction but can't handle the day-to-day
    technical issues. You could look to the underground, at the
    hacker community, but most companies don't want to use
    an individual they can't trust. Security is, after
    all, all about trust. It is our policy and my personal
    policy not to hire hackers. I don't mind learning from
    them, but I don't want to employ
    them.

    http://www.teledotcom.com/

    Copyright � 2000 CMP Media Inc.




    http://www.teledotcom.com/directlink.cgi?TLC20001030S0006

  • the growth UPWARDS for the comming year!!!

    listen to the call

  • actually chkp has better net margings as
    msft!!!!-growth acellerating

    here only bloomberg
    link
    http://quote.bloomberg.com/fgcgi.cgi?s=AOgacohXCU29mdHdh&T=marketsquote99_news.h
    t


    we are right on the way

  • his biggest postions...(interesting he sold some arba)

    http://quote.bloomberg.com/fgcgi.cgi?s=AOf8uehWsRHJlc2Ru&T=marketsquote99_news.h
    t


    nice to know, but thats all

    long CHKP

  • a_casablanca by a_casablanca Oct 26, 2000 5:06 PM Flag

    not long jdsu but following the game they are playing.

    Nt was taked day and night and the great NUMBERS from jdsu just a minute.

    get lost fucking cnbc

  • cheap compared to other leaders.

    my guess is, we will make 2$/share next year (maybe I have to up it again, after the next conf call).

    casa out

  • hypergrowth phase is starting for chkp.
    security budgets off companys are INCREASING.
    B2B needs LOTS off security, so does wireless.....

    GROWTH accelearting.

    casa

  • again ACCELERATING!!

  • a_casablanca by a_casablanca Oct 18, 2000 7:12 AM Flag

    <EOM>

  • a_casablanca by a_casablanca Oct 11, 2000 7:20 AM Flag

    from a news letter I received--interesting to
    read!--they call chkp the next MONSTER stock--hey and they
    assume 5$ in 01 profit.

    Stock #1: Check Point
    Software Technologies (CHKP)
    Computer security gives
    some companies headaches, but it gives Check Point
    business. CHKP creates a variety of software security
    solutions, including firewalls designed to prevent
    unauthorized access into a computer network, as well as keep
    out viruses and other unwanted data. Every
    denial-of-service attack and "love bug" virus spin-off is a
    reminder why a computer security company is a good bet,
    especially this one. Third quarter revenues of $90.7 million
    increased 81% over the same quarter in 1999. In addition:

    Game-over Dominator with 50%+ market share in one of the
    key mission-critical components of e-commerce: web
    server security systems or "firewalls."
    Obscene
    profit margin: 80% profit margins on revenues growing
    120% over the next 24 months.
    Dominant leader of
    new 150% annual growth field: Virtual private
    networks (VPNs).
    VPN market is 10x bigger and even
    more profitable than server security market.
    VPNs
    allow buyers to communicate with sellers assured of
    total privacy and safety of data and information.

    VPNs cut the cost of traditional leased telephone
    lines by 90-95%
    CHKP currently has $30 million
    order backlogs: growing as fast as sales: big cushion
    for earnings management. $5 a share profits in 2001
    is a lock.
    The nearest competition is two years
    behind CHKP; member Nasdaq 100.


    casa

  • a_casablanca by a_casablanca Oct 3, 2000 7:19 AM Flag

    let's say chkp everywhere.

    and don't
    forget the OPSEC alliance (from arba to orcl, every will
    built on chkp) means chkp is the
    standard!!.


    Check Point to Work With Broadcom on Products to Speed
    Security
    By Greg Chang

    Ramat-Gan, Israel, Oct. 3
    (Bloomberg) -- Check Point Software Technologies Ltd., the
    No. 1 maker of software for blocking hacker attacks,
    said it is working with chipmaker Broadcom Corp. to
    develop products to accelerate secure Internet
    transmissions.

    Security software sometimes bogs down
    Internet traffic by taxing computers which have to
    scramble and unscramble information to keep the data
    private. Check Point is working with Broadcom to develop
    chips that help computers perform security functions
    more rapidly. The chips will work with Check Point's
    ``virtual private network'' software which lets
    corporations exchange information with customers and employees
    across a secure Internet connection.

    Products
    from the alliance could allow Check Point to earn more
    income from its customer base of about 55,000
    corporations which have purchased virtual private network
    software. Broadcom is looking to boost sales of chips with
    security functions to complement its products for network
    switches and cable modems.

    ``Customers want to
    ensure that security is never a bottle neck,'' said
    Asheem Chanda, Check Point's vice president of business
    development.

    The first products from Check Point and
    Broadcom, to be available in November, will cost about
    $1,000. Financial details and sales forecasts weren't
    disclosed.

    Check Point is also working with Broadcom
    rival Intel Corp. on a similar alliance.


    Broadcom earlier this year bought closely-held
    security-chip designer BlueSteel Networks Inc.

    Check
    Point's rivals include Cisco Systems Inc.




    whoever posted this article b4--I just post it again
    --it's nice to read and great news!!!

    casa

  • a_casablanca by a_casablanca Oct 3, 2000 12:27 AM Flag

    nice to work with you!!
    2 leaders together
    (chkp has a 52% market share in vpn's) and I think brcm
    has a similar share in it's market.

    Check
    Point to Work With Broadcom on Products to Speed
    Security
    By Greg Chang

    Ramat-Gan, Israel, Oct. 3
    (Bloomberg) -- Check Point Software Technologies Ltd., the
    No. 1 maker of software for blocking hacker attacks,
    said it is working with chipmaker Broadcom Corp. to
    develop products to accelerate secure Internet
    transmissions.

    Security software sometimes bogs down
    Internet traffic by taxing computers which have to
    scramble and unscramble information to keep the data
    private. Check Point is working with Broadcom to develop
    chips that help computers perform security functions
    more rapidly. The chips will work with Check Point's
    ``virtual private network'' software which lets
    corporations exchange information with customers and employees
    across a secure Internet connection.

    Products
    from the alliance could allow Check Point to earn more
    income from its customer base of about 55,000
    corporations which have purchased virtual private network
    software. Broadcom is looking to boost sales of chips with
    security functions to complement its products for network
    switches and cable modems.

    ``Customers want to
    ensure that security is never a bottle neck,'' said
    Asheem Chanda, Check Point's vice president of business
    development.

    The first products from Check Point and
    Broadcom, to be available in November, will cost about
    $1,000. Financial details and sales forecasts weren't
    disclosed.

    Check Point is also working with Broadcom
    rival Intel Corp. on a similar alliance.


    Broadcom earlier this year bought closely-held
    security-chip designer BlueSteel Networks Inc.

    Check
    Point's rivals include Cisco Systems Inc.

  • a_casablanca by a_casablanca Oct 2, 2000 6:36 PM Flag

    companies!!

    ergo one off the strongest
    stocks!!
    -Categoriekiller in a huge market.
    -better net margins as
    msft!!.
    -growth accelerating over the last quarters
    -net
    margings accelerating (improving)over the last
    quarters.

    watch out stocks CHKP are the leaders for the new nasd
    upswing which will come. companies like chkp are the
    csco's, sunw's-off the future.
    companies like chkp
    will propel the nasd to a new high.

    nice
    day

    casa

RDWR
17.82+0.17(+0.96%)12:12 PMEDT

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