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Technology Stocks : Check Point Software (CHKP)
CHKP 189.49+0.6%3:59 PM EST

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To: Mark Oliver who wrote (4223)7/14/1999 12:45:00 PM
From: Logain Ablar  Read Replies (1) of 7150
 
Mark:

MSFT, Novel & CSCO are just FUD. Doesn't make sense for any of them. CA maybe but again with the valid shareholder lawsuits it seems premature (but CA may think its a good time).

On earnings. Top line growth will be great (35% minimum) and earnings will beat expectations (minimum 53 (Peter) and max of 60 cents. Remember higher R&D and tax rate this year so not a 35% growth to bottom line). The issue will be forward guidance for next quarter and rest of year and the multiple the street wants to put on this growth engine.

Look @ MOT in 90's earning less than 50 cents or AHAA running today on 25 cents. Tought to put a valuation when you see other co's.

JMO We can see a break out if its a good conference call or a break down if its bad.

Tim
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