Radware Ltd. (RDWR) Message Board

Lets take a few steps back

In early 2012 TBOW had a huge Receivables problem - They were just not able to collect on time and were largely dependent on the big China Telecoms for business. This often put them in a cash crunch situation

The last quarter results exemplified their commitment to moving to a revenue stream dominated by consumers as opposed to the Big 3 telcos. Consumers do not enjoy longer credit cycles like the telcos so sales should be converted to cash faster

Much like any corporation that has a structural change its business model, TBOW slaw a slower quarter and refused sales that would lead to larger DSO's - I say by end of the year, they will be converting receivables to cash a lot faster than they currently do and the accounts receivable portion should shrink substantially

Lets also not forget the Chinese market potential for mobile - I hope they do not take it for the 1.46 a share but let someone like a Baidu make an offer because Baidu has been struggling to get any foothold in the mobile space. Hopefully Baidu will offer north of 2 bucks - 100 Million for Baidu is definitely doable

hiho - The question is why are you invested in TBOW???

What do you know about TBOW that convinces you its a good investment? What is your horizon for TBOW? What other factors drive you to stick with TBOW?

Answers these questions and I will tell you why I am invested in TBOW . .

hiho - You have to understand that the situation here is different

Trading Halted is bad but the company has provided an update and should send out somthing by the 2nd of May is good

I agree the 1.46 was an offer that seems to have been made just to keep the stock price up but the only issue with this company is the A/R - Its frustrating but patience is key here especially since they are expanding their cloud and data centre.

Also invest in what you can stomach - Dont cry on a message board!! You are not doing favors to anybody.

Finally focus on the facts - The company responded to the halt, it did a conference call with the results, the auditirs are credible. Its underperforming but not defunct

just like your name - all you are trying to do is to irrationally dump on this stock. Yes it has underperformed but that does not mean fraud - I also spoke to the auditing firm (you can also call them and say that you are an investor in TBOW) and they said that the numbers are in order and they should have something in a couple of weeks. I am not too worried abt this - Also picking arrbitary numbers like 10 or 12 cents makes no sense - If anything you are the fraud on this . .

Yahoo Finance says that they release earnings today - They were wrong abt Mar 27. . . Not sure when the announcement will be

They have earnings end of the month - That is the catalyst - Really hope they surprise on the upside - Patience is a virtue but after a while it becomes synonyms with sucker