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 (5264)	8/24/1999 10:43:00 AM
From: DownSouth	Read Replies (3) of 54805

45% growth is not puny compared to the overall market, but "Inside the Tornado" where Gorillas are born it is about 1/2 of the growth we would expect. I know that I am being really picky, DA. We are somewhat obsessive here in our terminology, otherwise we will not recognize a real Gorilla when one is presented. That is the game we are after. I will take a closer look at CHKP. I have made some money on in years past, trading in an out a couple of times. It seems to me, before I look further, that the firewall tornado never quite developed, or perhaps I missed it and its over. Do you expect a rapidly increasing market growth soon? What patents or intellectual property or inventions does CHKP have to prevent others from entering their market easily and turning fw into a commodity sold by many at relatively low (<50%) margins? Thanks

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