Allot Communications Ltd. (ALLT)

tilibi (< 20) Submitted: 11/5/2007 12:18:44 PM : Start Price: $6.15 ALLT Score: -10.46

$75M cash position is 70% of current market cap. $8-$9 stock

fulg87 (< 20) Submitted: 11/2/2007 7:24:02 PM : Start Price: $6.01 ALLT Score: -9.16

Co has $37M in cash, zero debt, and just rolled out their first ISP service in the Far East/Asia. Mkt cap/stock is undervalued here.

boogerspicks (< 20) Submitted: 5/10/2007 10:52:56 AM : Start Price: $7.56 ALLT Score: -23.06

Almost $4/share in the bank, trading below $8, 77% gross margins, market growth rate above 30% a year for the next few years, telecom capex in a resurgence, so cheap it is a takeover candidate from someone like Juniper!!

bitar11 (< 20) Submitted: 4/30/2007 4:19:27 AM : Start Price: $7.60 ALLT Score: -23.99

strong positioning

doitbetter (95.57) Submitted: 4/16/2007 3:05:37 AM : Start Price: $7.23 ALLT Score: -23.28

Underperform

shpacr (98.99) Submitted: 4/2/2007 10:47:25 AM : Start Price: $7.55 ALLT Score: -27.97

Not the best stock out there (I've successfully shorted it here in CAPS twice already), but today's sell-off is too drastic. It's actually enough for me to go long on Allot.

Just for the short term ride back up and then back to underperform he shall go!!!!

NetscribeTech (37.81) Submitted: 3/19/2007 8:39:54 AM : Start Price: $8.95 ALLT Score: -37.82

Allot Communications Ltd. (Allot) designs and develops broadband service optimization solutions with DPI (Deep Packet Inspection) technology. These solutions enable the operators to identify, classify, prioritize, and shape network traffic thereby enhancing the performance and profitability of WAN and broadband services.

The operating performance of the company displays some traction. For the fiscal 2006 its top line increased by 49% and it showed a marginal net profit as compared to net loss of $2.4 million.

Globally broadband is growing at a very rapid pace and along with it the network traffic is also growing due to new bandwidth intensive applications such as P2P, VoIP, and CRM etc. However not all applications which hog the bandwidth is lucrative for the network operators. For example P2P applications which hogs 50-60% of network traffic generates very little revenue for the operators. Here Allot comes in the picture with its solution as they arm the network operators with intelligence that enables it to understand the components of network traffic much better. This ensures better service to lucrative segments like VoIP driving both profitability and customer satisfaction.

Network operators have compelling reason to adopt DPI technology and hence it is reasonable to assume that the company will piggyback on the success and broad based adoption of DPI technology.

The valuation of the company is rich. However the company seems to be on the cusp of exponential growth. It has the technology which is proven and operating environment seems to be promising as it gains traction. Hence considering the possibility of quantum leap in its earnings it may outperform.

ed1564 (36.48) Submitted: 1/14/2007 12:00:30 AM : Start Price: $10.89 ALLT Score: -44.01

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