Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (5272)	8/24/1999 10:57:00 AM
From: Devil's Advocate	Read Replies (1) of 54805

Like I said before, I don't think that CheckPoint is a gorilla candidate but more like a king candidate. Your conclusion about the firewall product is right. They have been beaten by Cisco. They are still selling to clients who prefers a software version of a firewall. But the story now is about VPN. And my point is this: Cisco cannot prevent them from capturing the market this time. Clients prefer software solutions for VPN. This makes CkeckPoint emerging as a king in the VPN. CheckPoint has no solid mean to prevent other to enter the market, IMHO. Microsoft could damage CheckPoint if they ever decide to enter this market, although Microsoft has a very weak reputation on security (Windows is full of holes). I think that in the security area, clients will tend to stick to market leader. I expect them to be very conservative. NETA breakdown will help CheckPoint even more. NETA was the main competitor. Cisco had an association with NETA to compete CheckPoint. Cisco just made a bad choice. As you can see, lots of speculation on my part. Only future will tell.

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