Symantec (SYMC) - What does it look like? Message Board

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Technology Stocks : Symantec (SYMC) - What does it look like?

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To: jhg_in_kc who wrote (1869)	1/31/2002 5:20:21 PM
From: Roadkill	Read Replies (1) of 2069

Hi, jhg. I haven't followed CHKP much in the past two years. I was a big fan back in 1998-99, but sold too early in the big run up. I was always a little uncomfortable with the huge tax breaks CHKP got from being based in Israel. That distorts its margins and earnings and makes comparing CHKP's financials to a competitor's difficult. Nonetheless, it has an excellent business and strong market position. But it is much easier for a new competitor to create a firewall or VPN product that competes well with CHKP than to recreate a virus database of tens of thousands of viruses. Only a few of those exist in the world. Also, CHKP's focus on the corporate market probably caps its growth a little bit down the road. SYMC's focus on the consumer market, once a black mark, is becoming an attractive point. This will become more attractive IMHO as consumers need more web security products. RK

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