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Technology Stocks : Check Point Software (CHKP)

CHKP 188.53

+0.7%

3:13 PM EST

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From: Bill M.	12/13/2000 2:44:48 PM
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THE TEN NEW BELLWETHERS Few expected that one consequence of the Web architecture wave taking off far more quickly than the client/server wave would be that the gorillas and chimps would be identified far more quickly. We've identified a list of ten companies that have the best shot at achieving bellwether status as a result of Web expansion. It includes BEA Systems (Nasdaq: BEAS), Check Point Software Technologies (Nasdaq: CHKP), Brocade Communications (Nasdaq: BRCD), Ciena (Nasdaq: CIEN), i2 Technologies (Nasdaq: ITWO), JDS Uniphase (Nasdaq: JDSU), Juniper Networks (Nasdaq: JNPR), Siebel Systems (Nasdaq: SEBL), Verisign (Nasdaq: VRSN), and Veritas Software (Nasdaq: VRTS). On average, these companies are already as large as most of the companies that became bellwethers as a result of the client/server expansion of 1998. But they are growing nearly twice as fast as their counterparts were 12 years ago. In 1988, the growth rates for the emerging client/server bellwethers were already slowing. By contrast, the revenue growth of the companies in our list of potential bellwethers is not decelerating. redherring.com

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