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Author: buynholdisdead Big red star, 1000 posts Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 7921  
Subject: Re: Allot Communications (ALLT) Date: 4/13/2012 2:59 PM
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Actually Emmett what Nathan was saying about a "Fat Pitch" is a Buffettism meaning that if the stock drops far enough it will allow him to buy it at a very attractive price.

That being said one of the competitors that worries me the most is FFIV because they have pretty much dominated all of the data centers here in the U.S and they are now moving into this space. This space will be huge because of all the data that is going to just grow and by "shaping" or allocating the traffic it will allow all the providers to spend less on hardware, thus saving them floor space, air conditioning and all other associated costs. I like the trajectory of growth from Allt, but I also like FFIV's constant growth. I wonder if the best way to play this is buy a basket of Allt, FFiv, and PKT?

Andy
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