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Technology Stocks : Check Point Software (CHKP)
CHKP 179.70+0.8%3:59 PM EST
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To: P.M.Freedman who wrote (7108)8/1/2003 9:23:05 PM
From: c. carlson  Read Replies (1) of 7150
 
Interesting article, yes the disconnect of their CC language is curious to trace (at least over the last two years).

Their technique of answering questions in certain ways can be very telling. This article really hits home the notion that they have developed a credibility problem. They answer many questions the same way they did when CHKP was growing at 50% - 75% /year....quarter after quarter after quarter. The Buffet analogy is an interesting thought. What gives?

I still think your business changes a lot when you move to a subscription based model.

So PM what do you think? Gil is setting himself up to beat the street soon, or their day in the sun has passed?
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