Check Point Software (CHKP) Message Board

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Technology Stocks : Check Point Software (CHKP)

CHKP 189.87

+0.8%

11:56 AM EST

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To: Frank who wrote (4226)	7/15/1999 8:30:00 PM
From: Logain Ablar	Read Replies (1) of 7150

Frank: I cut back to 10% of what I had for the same reason @ 54 on the recent run to $60. Diversified into the semi's (CYMI, ASYT, PRIA and SFAM). The only s/t concern is how Gil handles the forward guidance of the cc (If you read the 97 report you'll see mgmts. comments that they do not have good visibility through thier channel and the 3rd qtr is the #3 qtr in strength (#1 is 4th, #2 is 2nd). The company is doing fine against the competition. CSCO seems to be the only one executing as well. Management has already indicated revenues were over 35% growth thru May. MSFT is just ff comments. They entered into a licensing agreement with CHKP mid 98 (renewal). CSCO with NETA will be formidible but CHKP has SYMC & IBM another power house. Thanks Tim

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