% | $
Quotes you view appear here for quick access.

Radware Ltd. (RDWR) Message Board

runlong_1999 62 posts  |  Last Activity: Apr 12, 2000 2:02 PM Member since: Oct 2, 1999
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    What's wrong with this picture?

    by poking_monster Apr 12, 2000 1:43 PM
    runlong_1999 runlong_1999 Apr 12, 2000 2:02 PM Flag

    I agree with you. It is amazing how soon people
    forget. I remember last summer when everyone thought the
    tech and internet stocks were dogs and would never
    recover. Internet stocks were down 30 to 70%. That became
    probably the greatest buying opportunity of the

    While I don't think we'll ever see another six month
    period quite so dramatic as the last, this current
    selloff, like all others, will someday be a pathetic blip
    on a chart.

    You're also right with respect to
    the economies growth and its impact on the old
    economy stocks. The economy's overall growth doesn't
    paint the true picture because it is an average of the
    fast growing tech stocks and the below average growth
    old economy stocks. When the economy does slow, it
    will become apparent that the old economy stocks are
    crawling while the tech stock growth is not nearly as
    affected. The world's technology infrastructure will grow
    no matter what.

  • Reply to

    DOWN 7 WHAT HAPPENED?????????????

    by abby_j_cohen Apr 10, 2000 1:29 PM
    runlong_1999 runlong_1999 Apr 10, 2000 1:42 PM Flag

    Actually, xxcalxx is correct and you are
    therefore wrong (or WRONG, as you would write it). If
    anyone who is long a certain stock puts in a limit order
    to sell, that number of shares is unavailable for
    shorting. If all longs did this, there could be no
    shorting. All you need to do is put a limit order to sell
    your shares at $200 or some ridiculously high number
    like that.

    By the way, since a formal education
    does not appear to have been a part of your childhood,
    let me give you a little english

    "Your" as in "your lack of intelligence" is spelled

    "You're" as in "you are an idiot" is what is called a
    contraction and is spelled Y-O-U-'-R-E.

  • runlong_1999 by runlong_1999 Mar 27, 2000 6:42 PM Flag

    I must confess that TT's absence may be my doing.
    As much entertainment as his ignorance sometimes
    provided, I was getting tired of having to sift through his
    posts and the dozens of responses to each one of his
    posts trying to find useful information.

    e-mailed Yahoo on Friday and asked them to review his
    postings. I got an e-mail over the weekend that they were
    looking into them. It appears they may have agreed that
    he destroyed the functionality of this board with
    his useless posts.

  • Reply to

    Direct competitor going IPO this week!!

    by mrlow Mar 27, 2000 8:00 AM
    runlong_1999 runlong_1999 Mar 27, 2000 6:35 PM Flag

    I did read the article. There is absolutely
    nothing in that article to indicate it was a direct quote
    from Hussey. In fact, it appears obvious to me that it
    was the journalist's commentary.

    I do
    understand what you would like to see. I too would like to
    the world to know about FFIV passing CSCO. I just
    disagree with you on whether or not it should be the
    company that brings that news out.

    Your example of
    AOL announcing another one million customers is
    different. That is the kind of news release a company should
    make: objective reports about measurable progress.
    Think of it like you would the presidential election.
    What is more useful, Gore and Bush standing around
    insisting that they are each the best, or Gore and Bush
    talking about where they stand on actual issues (i.e.

    I am not totally defending FFIV's PR moves, they
    have made some blunders. But there is nothing I hate
    more than a company that tosses out completely
    meaningless news releases five times a week just to pump
    their stock price.

    Headline: FFIV BUYS OFFICE

  • Reply to

    Direct competitor going IPO this week!!

    by mrlow Mar 27, 2000 8:00 AM
    runlong_1999 runlong_1999 Mar 27, 2000 3:12 PM Flag

    I can't believe how many people are whining about
    FFIV's PR not putting out a release on this so-called
    "news" in the Seattle paper.

    Give me a break! It
    was just a couple of sentences in an article in some
    local newspaper. FFIV probably doesn't even know about
    it. Do you think a company is going to respond to or
    reiterate every damn thing that every little newspaper or
    magazine across the country writes about them? Geez, maybe
    they should put out a press release that someone on
    the Yahoo message board said FFIV will be a 10 bagger
    by the end of the year.

    Not to mention, on
    this particular bit of "news" I think it would be a
    really big mistake to come out with a national press
    release saying "Guess what world, we just passed Cisco!"
    That's nothing but trash talking. A company PR
    department should stick to business matters: reporting on
    new deals, partnerships, customers, earnings
    prospects, etc.

  • runlong_1999 runlong_1999 Mar 23, 2000 6:05 PM Flag

    Let's see...

    Your world: FFIV revenue = 2
    million for 12 months.

    Actual world: FFIV revenue
    = 19.2 million in THREE MONTHS.

    Wow, you are
    a really good researcher. You've obviously put a
    lot of thought and analysis into your decision. Yeah,
    you make 2 million day trading. Sure. And I'm really
    Bill Gates. I just like to hang around the FFIV board
    to kill time inbetween court appearances. What do
    you guys think of my new Windows 2000?

    Do us
    all a favor. Go play with a loaded gun in a busy
    street. You have nothing of use to anyone. People like
    you rely on scaring naive investors into selling
    because you know you lack the intelligence to do actual
    research and make smart decisions (you can't even click on
    one button to find out their revenue

    The funniest thing is, even if you could influence
    everyone on this board to sell, I'm sure we represent such
    a very minute portion of FFIV's float that it would
    have all of a 1/8th impact on the stock (your
    $2,000,000 fortune notwithstanding, of course). When you
    make money, it is pure luck.

    Just so you know,
    it's easy to tell when someone is lying about their
    net worth or the number of shares they own. How do
    you tell? Because they mention it. No one that really
    had the money or the number of shares would bring it
    up. They're interested in making money. Not in making
    themselves look good to a bunch of electronic

    Now you'll have to excuse me. I have to jump in my
    Ferarri so I can go to my mansion and count how much
    money my 134,578,987 shares of Cisco are worth. I'd ask
    for your help, but you might struggle with counting
    after you run out of fingers and toes.

  • Reply to

    TT, U R a LyEing SCUmbAgAS.

    by luca_brazzzzzi Mar 23, 2000 4:26 PM
    runlong_1999 runlong_1999 Mar 23, 2000 5:09 PM Flag

    I suggest you get in as much posting as you can
    in the near future. You will hopefully find your
    ability to post severely hampered now that Yahoo will be
    reviewing your posts. It's not that I am not able to just
    ignore you. It's just that in my busy schedule, you're a
    waste of time and you clutter the board needlessly
    (story of your life, I guess).

    I must say, in
    some ways I'll miss the free entertainment you
    provide. Not to mention, you always give many of us an ego
    boost. We only have to consider that there are
    unfortunate people like you in the world and we realize how
    lucky and well off we are.

    Now don't forget to
    be at the construction site bright and early
    tomorrow. They need those ditches dug. And you need the
    money so that you can short 10,000 shares again (like
    anyone believes you would ever have the financial
    wherewithall to short even 1,000 shares).

    Good luck in
    your investments. I'm sure that $12.50 per paycheck
    will really pay off someday.

  • Reply to

    Need Help on RTQ

    by lesspain_moregain Mar 22, 2000 11:34 AM
    runlong_1999 runlong_1999 Mar 23, 2000 4:55 PM Flag

    Maybe what I should have said was just that I
    disagree with your analysis. I am not at all saying that
    ISIL won't dip, it very well may. I'm just saying that
    it is not tracking the market or necessarily even
    the chip stocks at this point. As you said, it went
    up before the market rallied, and it has drifted as
    the market has moved up. This is due to specific
    circumstances surrounding it because of its recent IPO. In
    other words, it is a "special case."

    ISIL got
    beaten down to $47 during all the pre-Greenspan fear.
    Then the brokerage coverages seem to snap investor out
    of their daze and they recognized that ISIL deserved
    to be higher. Then, independent of the market, it
    jumped. As usual, investors exaggerated the move.
    Regardless of what the market did the last few days, ISIL
    was going to drift down. You can't just jump from $47
    to $70+ in one day and expect to hold those gains. A
    pullback and a basing is healthy.

    If ISIL drops, it
    won't necessarily be because of the market going down.
    Likewise, if the market moves up, ISIL will not by
    definition follow. As an IPO, investors are watching it to
    see how the management handles being a public
    company. Do they know how to keep up interest in their
    stock? Do they know how to communicate their progress in
    transitioning their business to the higher growth wireless
    areas. Will additional coverage come?

    what I'm saying is they need to show what they've got
    before they get lumped in and move with "the

    Good luck.

  • Reply to

    CSCO vs. FFIV

    by Cooling_Jets_for_Preearnings_run Mar 23, 2000 1:41 PM
    runlong_1999 runlong_1999 Mar 23, 2000 2:06 PM Flag

    $70 huh?

    I hope for your sake that you're
    just a short trying to convince us to sell (which, in
    spite of all the ALL CAPS and EXCLAMATION POINTS
    generally used by shorts,does nothing but announce their
    level of intelligence). Because it's either that or you
    may be the dumbest guy on the planet (okay, second
    dumbest; I don't think anyone could take that honor away
    from our pre-adolescent friend TTFEDX).

    on what do you base this $70 target? Did you
    actually think before you spoke, or would that be too
    traumatic for you? The last two weeks were the hardest time
    the Nasdaq has recently seen. We had the biotech blow
    up, we had the Fed uncertainty, we had a bunch of
    economic data out, etc. Through all of that FFIV held its
    support level. It bounced off 85-88 time and time again
    without fail during the worst sell off we've seen in
    months. Yet for some reason, you're telling us that now,
    with earnings around the corner and no dark clouds
    over the market, FFIV is going to suddenly break the
    support level it has maintained for months.

    understand that FFIV trades in a very predictable pattern
    and does indeed present short opportunities at
    certain levels (very limited opportunities). But the
    reality is, shorting under 95 is foolish. Nothing is on
    your side. You would have to have TTFEDX's uncanny
    ability to short at the exact daily high everyday and
    cover at the exact low. Only TTFEDX has consistently
    shown the ability to do that (funny thing though, he
    always seems to tell us that only after the fact; hmmm.)
    In fact, he is so good he can short at the high and
    cover at the low even if the low occured before the

    If shorting is your style, fine. But you've picked a
    bad level to try it. Not to mention, if you had any
    real gonads or financial power you'd be shorting a
    highflier. But hey, if I had your level of intelligence, I
    wouldn't be too aggressive either.

  • Reply to

    Need Help on RTQ

    by lesspain_moregain Mar 22, 2000 11:34 AM
    runlong_1999 runlong_1999 Mar 23, 2000 1:29 PM Flag

    What you said makes no sense. First you say that
    ISIL has not participated in the run up the last few
    days. Then you say that if the market/chip stocks fall,
    ISIL will fall at a higher rate.

    Now why would
    a stock that did not, according to you, participate
    in the run up, fall harder in a downturn? History
    would tell you it is just the opposite.

    By the
    way, let's all just realize that this stock was $47
    not too long ago. It jumped a great deal, giving some
    people a real nice profit for just a few days time. Now
    we've got some profit taking, plain and simple. Big
    deal. I'm sorry everyone is disappointed that it
    doesn't just go up everyday. If any of you know of a
    stock like that, please let me know.

  • runlong_1999 by runlong_1999 Mar 17, 2000 2:21 PM Flag

    Although I've played the IPO aftermarket at least
    15 times in the last two years, I am puzzled by the
    fact we have seen broker coverage within ISIL's 30 day
    quiet period. I haven't seen this happen

    Does anyone know how this happened? Does the quiet
    period technically cover only the underwriters, such
    that other brokers are free to initiate coverage? It
    just generally seems that all brokers wait for the
    expiration before initiating.

    With regard to ISIL's
    support levels, we seem to have built some pretty strong
    support at 46-48. We've bounced off of those levels
    numerous times already. Of course, one could argue that
    three weeks of activity hardly constitute building
    support. Nevertheless, I think the downside is very
    limited for ISIL. I like those types of situations:
    limited downside, yet at the cusp of expanding product
    lines into an explosive market.

    It seems the
    majority of investors on this board are knowledgable and
    rational. I hope it remains that way. I can certainly do
    without the hypesters (ISIL to $400!) and the doomsaying
    shorts (ISIL SUCKS! GOING TO $10!).

    Good luck

  • Reply to

    JDSU anyone

    by copperhorse64 Mar 17, 2000 10:32 AM
    runlong_1999 runlong_1999 Mar 17, 2000 12:11 PM Flag

    cchamb, I understand your points. I'm quite sure
    JDSU, like all the tech highfliers, is indeed being
    swept up in the frenzy.

    It's tough to justify
    any valuations using absolute terms, even Cisco's. In
    my opinion, all you can do is evaluate companies on
    a relative basis. When I look at the 40 or so tech
    stock highfliers that I follow closely, I see JDSU as
    having at least the best chance to someday do what needs
    to be done to justify its valuations. I don't think
    anyone can determine a mathematical target at this

    Right or wrong, the market is awarding higher multiples
    to the newcomers, and not just relative to the old
    economy stocks but even to the "old" tech giants like
    Intel, Cisco, and Microsoft. Is it justifiable?
    Certainly not under any historical theories.

    As a
    long time investor and an accountant for many years, I
    a a researcher and analyzer at heart. I sometimes
    long for the days when you actually needed to be smart
    and do research and apply valuation techniques. But
    the reality of today's world is that as more and more
    "little guys" come into the world of investing, the
    intelligence/knowledge per investor drops significantly. Yet their
    dollars have just as much impact as ours. If they are
    going to buy, even if their research consisted of
    nothing more than looking at the December issue of Money
    magazine and seeing which stocks returned 800% last year,
    the stocks they buy are going higher. And quite
    frankly, they ain't lookin' at PE's. Unfortunately, this
    behavior has been positively reinforced by resulting in
    spectacular returns.

    I have no illusions about what's
    making these stocks fly. I just hope it continues for a
    few more years. Then I can retire 15 years early and
    not give a damn.

  • Reply to

    JDSU anyone

    by copperhorse64 Mar 17, 2000 10:32 AM
    runlong_1999 runlong_1999 Mar 17, 2000 11:22 AM Flag

    JDSU's market cap is about 94 billion. However,
    your revenue figure is pretty far off. For the six
    months ended 12/31/99, their revenue was over $500
    million. That puts them at well over a billion in revenue
    a year going forward. Does even that justify a 94
    billion market cap? Only time will tell I

    Obviously my bias for JDSU is showing (I've made a fortune
    in the stock, not bad for an average Joe with a day
    job), but they are the runaway market leader in what is
    a potentially enormous market. This is only my
    opinion of course, but I view JDSU as the single tech
    stock to own if you had to own just one. I think its
    growth rate will be phenominal.

    As far as
    non-investor recognition, that is lacking only because JDSU
    does not sell anything to final consumers. Everyone
    knows AOL, for instance, because that is a consumer
    stock. JDSU just sells to other companies. You'd be
    surprised how many non-investors have also never heard of
    that small, obscure company called Cisco Systems.
    Would you therefore conclude that Cisco might not be a
    good stock?

  • Reply to

    What will my investment be worth in 10

    by its_a_nice_day_2000 Mar 16, 2000 10:27 AM
    runlong_1999 runlong_1999 Mar 16, 2000 10:58 AM Flag

    In 10 years your investment will be worth
    $71,237.48. Don't forget that 48 cents.

    I'm being
    sarcastic. I understand that we were all new to investing at
    some point and I don't mean to sound harsh, but based
    on the questions you've asked, you seem to be
    particularly naive about investing. If we could answer your
    questions, we wouldn't be sitting here on a computer posting
    to Yahoo. We'd be on a yacht somewhere with a bunch
    of supermodels.

    My question for you is: why
    did you buy JDSU?

    Don't buy it because you
    read something about it in last month's Money magazine
    and you saw that it did really well last year. Find
    out what the company actually does, find out the
    potential of that market, and look at their competitors.
    That will be a good start.

    In my opinion, JDSU
    is the clear market leader in an industry with
    enormous growth potential. I think it (and thus the stock
    ultimately), will do extremely well. But guess what? Stocks go
    down on some days too. Maybe it will be lower next
    week, or next month. Maybe it will never be this low
    again. If you find out for sure, let me know. All I can
    say is that I am pretty confident in 3-7 years it
    will be significantly higher than it is today. That is
    as much "certainty" as you can get in the stock

  • Reply to

    Merrill Lynch Basket includes JDSU!

    by zyxtix Mar 16, 2000 10:26 AM
    runlong_1999 runlong_1999 Mar 16, 2000 10:38 AM Flag

    Anyone know what the ticker symbol will be?

  • Reply to

    QCOM never hit $1000

    by isil_prism Mar 16, 2000 9:31 AM
    runlong_1999 runlong_1999 Mar 16, 2000 10:32 AM Flag

    The price target of $70 is probably being viewed
    as a disappointment particularly given that the
    stock hit $68 on its second or third day of trading.
    But the reality is, broker price targets are one of
    the most useless pieces of information. How many
    times have we seen brokers up their price targets from,
    say 120 to 220 because the stock was at 130 one month
    after they announced their 120 target? It's politics
    people. The brokers are clueless.

    The more
    important factor in my opinion is this: I think the
    "Street" is not yet willing to assign ISIL the same status
    as some of the other wireless chip makers because
    ISIL has only recently begun to transition its
    operations to that high growth market. At this point, it
    still makes up a very small proportion or its

    But this will continuously change for the better. And
    this potential market is huge. In the meantime, ISIL
    is a strong company with the financial resources to
    make the transition.

  • runlong_1999 by runlong_1999 Mar 14, 2000 1:33 PM Flag

    Anyone that is bashing Greenspan is advertising
    the fact that they know absolutely nothing whatsoever
    about economics. Like him or hate him because of his
    power over the market, but there is no person on the
    planet who is more responsible for the vast wealth that
    has been created by the stock market than Greenspan.
    Whether you like it or not, or whether you are smart
    enough to see it or not, his policies have kept going
    what would have ended long ago.

    Sure, without
    him "reigning us in" right now (and over the last
    year), the market would skyrocket in the short term. would skyrocket out of control and come crashing
    back down when the party was over. His policies have
    allowed the economy to keep going and going and going
    such that the market is much higher today than it
    would have been had he unleashed it, which would have
    caused a crash and burn of epic proportion.

    to the fool who said in a recent post that Greenspan
    has pushed us to the brink of a recession, what the
    hell planet are you on?

  • runlong_1999 by runlong_1999 Mar 14, 2000 11:26 AM Flag

    Unfortunately, as I'm at work (those damn day
    jobs) I generally have time only to check my watch

    Anyone know why RDWR is down 10%? I didn't see any news,
    at least from the quick glance I was able to take.

  • Reply to


    by buybuy11 Mar 8, 2000 11:28 AM
    runlong_1999 runlong_1999 Mar 9, 2000 10:42 AM Flag

    Sobesoft, I'm not trying to criticize you, but
    your statement about the lock-up release shows that
    you are not a very thorough researcher. In fact,
    anyone that makes that statement about lock-up releases
    (which you see all the time) only proves to an
    experience investor that you are a novice.

    to popular opinion, lock-up releases are one of the
    best long term events in a new stock's life. Of course
    pure mathematics almost always makes a stock drop
    after the expiration. It takes a couple of days for the
    market to absorb the new shares. But do a little study
    of some of the stocks that have had lock-up releases
    in the last six months (you do know how to do
    research, I presume). Examine their post lock-up
    performance and tell us what you find.

    The addition
    of new shares allows a whole new group of powerful,
    long-term investors (primarily institutions) to get into
    the stock, where before they could not (or would
    not). How many institutions might be out there that
    would like to buy RDWR but can't because of the small
    float and the lack of liquidity?

    So many large
    institutions wouldn't touch a stock like RDWR even if they
    loved it, because they would not be able to take a
    meaningful enough position without drastically raising the
    price. And even if they could avoid driving the price up
    as they were trying to buy, many institutions (like
    a large tech mutual fund, for instance) could buy
    half the damn float and even if the stock did well, it
    would add a whopping few pennies to its NAV.

    to mention, when a float is small, good long term
    holders ironically keep a stock price stay in check
    because of a lack of liquidity. I have firsthand
    experience with this at work. My company owned 75% of a
    publicly traded utility outside the US. The stock price
    went nowhere because there was not enough open shares
    to make a market. So we sold down to 51%, releasing
    millions more shares for the market. Within six months the
    value of our 51% interest exceeded the former value of
    our 75% interest. Why? Because there were then enough
    shares out there to create a market for all potential
    buyers. New demand ate up the new supply and then

    The old "scare the weak hands with the threat of the
    lock-up release" is so pathetic. Please tell me that you
    are against RDWR for something more substantive that

  • Reply to


    by coumery Mar 7, 2000 8:00 PM
    runlong_1999 runlong_1999 Mar 8, 2000 4:51 PM Flag

    TT300FEDX has overwhelmingly pursuaded me with
    all his substantive and well-thought out arguments. I
    mean come on guys, the ultimate source of timely
    knowledge, the WSJ, has supposedly agreed with him. I am
    selling every share of FFIV that I have. I think he's
    right, it's going to be a penny stock by Friday. In
    fact, it will probably go negative and the company will
    come after all the longs to give them extra

    Thank you so much TT, you have saved me an incredible
    sum of money. And congratulations, you will probably
    become the first and only short to ever make a 100%
    return on a short position. I wish I knew your real name
    so that I could name my firstborn child after you.
    Hell, forget that. You're such a GOD I will just go
    ahead and name them all TT300FEDX.

    What other
    message boards do you post on? I would like to benefit
    from more of your vast supply of knowledge. Clearly
    you are such an experienced investor. I bet we'd all
    be embarrassed to compare our 100% to 400% rates of
    return last year to what you must have made shorting.
    Based on how much you talk, it is clear you obviously
    made far more. And to think, for awhile I was
    overjoyed at having made 315% last year, considering I'm
    just a small time investor with a day job. I feel
    humbled in your presence. Just to put me in awe, how big
    was your return last year?

16.03+0.37(+2.36%)Nov 25 4:00 PMEST