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Strategies & Market Trends : Value Investing

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To: Philip H. Lee who wrote (2899)	1/1/1998 11:17:00 AM
From: Dan Packer	Read Replies (1) of 78530

<<6. My favorite company for 1998 is Checkpoint Software (CHKPF).>> Good idea - great sector. My only caveats would be that this is a foreign software company with one product sporting a PSR of 20 that has 1 million+ shares owned by the Vinik outfit (If you've ever been pumped and dumped by them, you'll remember.) Do you think M$FT will add the fire wall stuff to their NT server product? Wasn't it fun choosing companies that added functionality to DOS, as M$FT bundled it in with each new spin? Not! (A fun place to play these days is the database sector, as M$FT drives NT that hooks up best to its own SQL stuff - ask Oracle, et al about how much fun they're having these days.) BTW, there are >100 form 144 filings for CHKPF. I do not have access to them. Can you summarize? Dan

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