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URL:  http://boards.fool.com/nathan-and-emmett-i-started-looking-into-this-29967108.aspx

Subject:  Re: Allot Communications (ALLT) Date:  4/10/2012  1:35 AM
Author:  buynholdisdead Number:  7892 of 7921

Nathan and Emmett,
I started looking into this also and I can see this really growing big. They are still small and after listening into their conference call I can see how the Tier 1 providers would like to use their technology. Now that the Tier 1 providers are getting away from ATM data networks and going to Ethernet I think this company has a chance to take this niche by storm. Here is something I wrote up after listening to the conference call for my own info.

I am also going to post this on the mdp board to get some input.

Allot Communications LTD (ALLT) April 5th, 2012
Allot Communications Ltd. (Allot) is a provider of Internet protocol (IP) service optimization solutions for mobile, digital subscriber line (DSL) and wireless broadband carriers, cable operator service providers and enterprises. The Company’s portfolio of hardware platforms and software applications utilizes deep packet inspection (DPI) technology to transform broadband pipes into smart networks that can manage data over mobile and wire line networks and deploy Internet services. Its scalable, carrier-grade solutions provide the visibility, security, application control and subscriber management that are important to managing Internet service delivery, guaranteeing quality of experience (QoE). IPO'd 2006

Reported earnings on Feb 07, 2012 (Q4, 2011)

Price: $24.31
Nasdaq 3,080.50
Dow 13,060.14
WTI Crude oil $103.31 Brent Crude Oil $123.43
Gold $1631.39
Silver $31.73
Copper $3.80
Cotton $0.8153
Today the price in afterhours was $83.70 and the PE ratio is 75.96 and PS ratio range is 8.80

**Trading range for the quarter of Jan 6 2012 low of $15.71 and a high on April 5th of $24.31.

TTM EPS $.32 PE range between Jan 6, 2012 and April 5th, 2012
PE 49.09 – 75.96

**Trading range between Dec 31 2008 – Dec 31 2009 $1.55 – 4.20 TTM -.35 PE Range NA

**Trading range between Dec 31 2009 – Dec 31 2010 $ 3.66 - $11.99 TTM-.25 PE Range NA

1Q: March 31st, 2011 highlights
Total revenues for the first quarter of 2011 reached $17.2 million, a 38% increase from the $12.5 million of revenues reported for the first quarter of 2010, and a 6% increase from the $16.2 million of revenues reported for the fourth quarter of 2010. On a GAAP basis, net profit for the first quarter of 2011 was $1.6 million, or $0.07 per basic share and $0.06 per diluted share. This compares with a net loss of $0.4 million, or $0.02 per share (basic and diluted), in the first quarter of 2010, and net income of $1.3 million, or $0.06 per basic share and $0.05 per diluted share, in the fourth quarter of 2010.

Key highlights:
- First quarter revenues reached $17.2 million, a 38% increase over the first quarter of 2010
- First quarter non-GAAP net income of $2.2 million; non-GAAP EPS grows to $0.08 from $0.07 in the fourth quarter of 2010
- Cash, cash equivalents, marketable securities and restricted cash totaled approximately $61.0 million; generated approximately $1.0 million in cash from operations during the quarter
- Added five new Tier 1 wireless service providers during the first quarter

2Q: June 30th, 2011
Total revenues for the second quarter of 2011 reached $18.5 million, a 35% increase from the $13.6 million of revenues reported for the second quarter of 2010, and an 8% increase from the $17.2 million of revenues reported for the first quarter of 2011. On a GAAP basis, net profit for the second quarter of 2011 was $1.6 million, or $0.07 per basic share and $0.06 per diluted share. This compares with a net loss of $7.4 million, or $0.33 per share (basic and diluted), in the second quarter of 2010, and a net profit of $1.6 million, or $0.07 per basic share and $0.06 per diluted share, in the first quarter of 2011.

Key highlights:
- Second quarter revenues reached $18.5 million, a 35% increase over the second quarter of 2010
- Second quarter non-GAAP net profit of $2.7 million; non-GAAP EPS grew to $0.10 from $0.08 in the first quarter of 2011
- Cash, cash equivalents, marketable securities and restricted cash totaled approximately $63.5 million; generated approximately $3 million in cash from operations during the quarter
- Added five new Tier 1 service providers during the second



3Q: Sept. 30th, 2011
Total revenues for the third quarter of 2011 reached $20.1 million, a 37% increase from the $14.7 million of revenues reported for the third quarter of 2010, and a 9% increase from the $18.5 million of revenues reported for the second quarter of 2011. On a GAAP basis, net profit for the third quarter of 2011 was $2.1 million, or $0.09 per basic share and $0.08 per diluted share. This compares with net income of $0.8 million, or $0.03 per share (basic and diluted), in the third quarter of 2010, and a net profit of $1.6 million, or $0.07 per basic share and $0.06 per diluted share, in the second quarter of 2011.

Key highlights:
- Third quarter revenues reached record $20.1 million, a 37% increase over the third quarter of 2010
- Third quarter non-GAAP net profit of $3.4 million; non-GAAP EPS grew to $0.13 from $0.10 in the second quarter of 2011; non-GAAP operating margin reaches 16%
- Cash, cash equivalents, marketable securities and restricted cash totaled approximately $66.7 million; generated approximately $3.4 million in cash from operations during the quarter
- Added 5 new service providers during the third quarter





4Q: Dec, 31st, 2011
Total revenues for the fourth quarter of 2011 reached $22 million, a 36% increase from the $16.2 million of revenues reported for the fourth quarter of 2010, and a 10% increase from the $20.1 million of revenues reported for the third quarter of 2011. On a GAAP basis, net profit for the fourth quarter of 2011 was $3.5 million, or $0.13 per basic share and $0.12 per diluted share. This compares wit