Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Devil's Advocate who wrote (5266)	8/24/1999 10:16:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> But, by the definitions I have read on this thread, CheckPoint is a king (market leader in VPN market). Even the King label has strings attached, DA. Do you think chkp has twice the market share of their nearest competitor? If so, based on CheckPoint's revenues, vpn is either a very minor sector or hasn't crossed the Chasm yet. Chkp has shown a lot of resiliency following their crashes last fall and this spring, and the analysts regard them highly, but it may be a bit premature to discuss CheckPoint as a Gorilla or King candidate. Frank

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