Check Point Software (CHKP) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Check Point Software (CHKP)

CHKP 179.51

+0.7%

Jan 30 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: P.M.Freedman who wrote (7059)	4/15/2003 5:32:44 PM
From: c. carlson	of 7150

I think that one thing about CHKP is becoming apparent. CHKP's subscription /defered revenues are outgrowing actual new purchases. There are many software companies that have moved to subscription based revenue. Although very different, CTXS and CDN moved to subscription based revenues. Each did it during the bubble, and were a share price disaster based on a subscription model. Its like the difference between the tourtise and the hair. Of course the share disaster here has already happened too. For the last year or so this company makes 24 or 25 cents per quarter. Things are flattening. Its life in the "flat" lane. (Ha,like The Eagles song) The CC has Q2 flat with Q1, but hopes for something better. This is less that they hoped for in the last CC, so I guess thats a warning for Q2. Or is it really life with subscriptions? Having said all this, its the future of the software business. Any viable software company hopes they can make that move. This fine company is maturing into one who is increasingly maintaining its regular customers. * All IMHO **

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next