Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: surpow who wrote (22598)	4/12/2000 8:19:00 PM
From: Mike Buckley	Read Replies (2) of 54805

CHECK POINT I remember a few people have mentioned Check Point Software as a potential company to keep an eye on. Consider the following quote about their VPN security software from today's Fool write-up: "VPN-1 enjoys over 50% market share in high-end VPN appliances, three times more than its next competitor, and its lead is growing. That market is expected to expand about 300% this year, according to Infonetics Research. Frost & Sullivan predicts that IP-based VPN services will boost revenues from $1 billion currently to $13.59 billion in 2004. Check Point increased its VPN subscriptions 24% just this quarter, from 34,000 to 42,000." I smell a tornado for a Gorilla that dominates its market, a company with 45% profit margins, a stock price that is down 43% from its recent high, and a management team that beat consensus estimates five quarters in a row. For the rest of that Fool piece, check out fool.com Chaz, tell me someone is working on Check Point as a Hunt project. :) --Mike Buckley

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