Shlomi Cohen submits:
I am adding to my portfolio an Israeli company that provides bandwidth management solutions, especially on cellular networks, Allot Communications (ALLT). At the same time, I am removing Incredimail (MAIL), after making a profit of 58% in nine months, and I do so just before the release of the fourth quarter results, probably this week, as the stock has shown continuous weakness since reaching a peak of almost $11 in the summer. I believe the weakness results from the share sales by one of the founders, Yaron Adler, who is no longer a director, and / or because of a large acquisition the company is about to make.
Allot provides solutions for managing loads with systems that do optimization through what is known in the professional jargon as DPI (deep packet inspection), which means monitoring the content on the networks and deciding on priorities and allocation of bandwidth to users according to the policies of the service provider. For example, the provider will prefer to allocate more bandwidth to a business customer, who pays a great deal of money, when he is conducting video conference calls over the IP network, and less to a user watching a clip on YouTube for pleasure via a smartphone.
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