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Radware Ltd. (RDWR) Message Board

bimmertx 420 posts  |  Last Activity: Feb 19, 2015 2:26 PM Member since: Dec 28, 2004
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  • bimmertx by bimmertx Feb 19, 2015 2:26 PM Flag

    Talk about a take out candidate, PE and the big players have to want this company with its valuation, growth engine and 100m+ users. Where is an activist?

    Sentiment: Strong Buy

  • Rev,was it $58m +- $2m??
    Earnings - ??

  • bimmertx by bimmertx Feb 12, 2015 10:21 AM Flag

    Several of you are correct. This is starting to take off. On the 17th, if we get decent guidance, this stock will explode with the 17%+ short position.

  • Is Voltage Security a competitor of Vasco?

  • bimmertx by bimmertx Feb 6, 2015 5:09 PM Flag

    Never have seen a stock go up a dollar and drop a dollar about every day. 5% moves are common. I don't know if it is from day traders or what. The valuation seems incredibly reasonable and sure seems like it would be a fit for private equity or a big player as this is a hot space and is not going away. That said, if they guide down the stock will get hammered, but good guidance and the shorts get squeezed hard and the stock takes off. Crazy.

    Sentiment: Buy

  • Reply to

    Earnings

    by fdc17422000 May 1, 2014 4:18 PM
    bimmertx bimmertx May 1, 2014 4:28 PM Flag

    Yes, guided down again. This is worse than a train wreck. Could easily be headed to $18 in the next few days.

  • I would be shocked if the Board would take $750m or $800m for this cherry. I would think $1B is the starting point. They have Japan ready to take-off and FDA approval any day. They could double their revenues is 2 to 3 years.

    Sentiment: Strong Buy

  • This is not good.

  • bimmertx bimmertx Aug 13, 2013 12:06 PM Flag

    Maybe 3 of us now, great company, only 2 analysts covered them on the call.
    This has to be looked at again by Jo, Fuji, Samsung and others. Could go to mid 20's on its own

    Sentiment: Strong Buy

  • Reply to

    $40m share buy back announced...

    by jeffereyf2003 Jul 26, 2013 6:56 AM
    bimmertx bimmertx Jul 26, 2013 9:01 AM Flag

    Dividend would do nothing. Very strange that they only bought back $3m in Q2 and have $37m remaining. Either they knew the quarter was weak and Q3 is weak and are keeping their powder dry or in discussions. They need to sell to a much bigger company as they can not get it done by themselves.

  • It is very clear having listened to the conf call and the recent trend here that Radware needs to be folded into a much bigger company like Checkpoint or IBM. They don't have the sales coverage or high enough contacts to get it done. Revenues in North America are growing nicely so it means their solutions are very competitive, but they lack WW coverage. The DDOS market alone is $300m a year.

  • 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.

    Sentiment: Strong Buy

  • bimmertx by bimmertx Mar 25, 2013 7:52 PM Flag

    It appears Tekelec is a competitor of Allot, is this true? If so I wonder if Oracle looked at Allot?

  • Reply to

    Cyber Warfare

    by tucksox1 Oct 12, 2012 3:06 PM
    bimmertx bimmertx Oct 12, 2012 7:38 PM Flag

    I am no expert, but there aren't many companies that focus on denial of service solutions. Checkpoint is one of the largest security companies out there and they didn't have a solution, but instead signed an OEM agreement with Radware in June. I can not understand why this stock is not going up. Checkpoint has their quarterly call on Wed. and it should be interesting. Radware has theirs on Oct. 26. Needham spent two days with Radware recently and was convinced that their business plan is solid. My only concern is if even Radware technolgy is having a problem stopping the attacks.

    If their solution is one of the best (which it appears it is) then this should be selling like hot cakes. Particularly now they have Checkpoint's larger sales force and VAR channel pushing the product. Checkpoint has to be heavy in the financial markets. These attacks will move to other Fortune 500 companies like the airlines, amazon, etc., any company that is doing a tremendous amount of commerce over the net directly to the consumer.

    I am surprised that either IBM or Checkpoint hasn't bought Radware, but they may want too much. Rumor was Riverbed had a $47 bid in 2010 and this was when Radware was much smaller and not with this big market ahead of them. Radware is probably thinking they can double the stock price on their own in two years.

    The other rumor is anothe major OEM agreement is in the works. I don't know how true this is as Checkpoint may contractually not allow it now. IBM could use the technolgy, so could CSCO, HP, EMC with RSA and others. Checkpoint may not care if IBM OEM's Radware technology because IBM would probably buy Checkpoint in a minute if CHKP was open to it.

    It is going to be interesting. I strongly recommend the stock. Realize they have $250m in cash (Yahoo is incorrect). This is over $11 per share in cash. When you take out the cash their forward PE is around 12. For a tech security company to be at 12x is ridiculous.

    Good Luck!

    Sentiment: Strong Buy

  • Reply to

    This thing is in a free fall

    by bimmertx Oct 9, 2012 11:10 AM
    bimmertx bimmertx Oct 10, 2012 10:03 AM Flag

    That wasn't a purchase, that was 600,000 shares issued for Stock Options for employees unless I am missing something. They aren't buying shares, this is why the stock is dropping

  • They aren't doing any buy backs. Question is why?

  • Reply to

    HPQ Needs An Actuate Dept

    by richardtherings Oct 3, 2012 1:49 PM
    bimmertx bimmertx Oct 5, 2012 11:17 AM Flag

    I meant to say they have NOT dumped shares

  • Reply to

    HPQ Needs An Actuate Dept

    by richardtherings Oct 3, 2012 1:49 PM
    bimmertx bimmertx Oct 5, 2012 10:54 AM Flag

    There are couple other companies that I believe could utilize their technology (haven't completely peeled it back). IBM has Cognos so is probably happy there. Oracle, who knows. Informatica and Teradata have possibilities. It still comes down to the same issue. The executives are on a gravy train issuing new options and taking large compensation. Why would they want this gig to stop and they probably believe the company is worth $14 a share which no one would pay. This would put the market cap over $700m. They should hire Frank Quattrone and shop it. They probably could get between $10 and $11, but again I doubt they would take it.

    The only way a deal would happen is if Pete and the team want to turn the page in their lifes and again it is too easy for them.

    One interesting note is they have dumped shares in the past several months, but maybe it is because options aren't coming due.

  • Hackers have been very disruptive the past two weeks with denial of service techniques. Does anyone know if Radware is being used at these banks?

  • Reply to

    RDWR to be on Cramer tonight as last guest

    by stockteam1 Sep 21, 2012 6:18 PM
    bimmertx bimmertx Sep 22, 2012 6:19 AM Flag

    Finally starting to get some good press. A couple upgrades the past two weeks and now on his show. Should move up on Monday. Still think it is a great M&A purchase for Cisco, IBM, HP, EMC, CHKP and numerous others. Could go for $60. Remember they have $250m in cash. The Cybersecurity focus is big with what is happening to BofA and Citi.

    Sentiment: Strong Buy

RDWR
22.01-0.45(-2.00%)Mar 6 4:00 PMEST

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