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Technology Stocks : Check Point Software (CHKP)
CHKP 188.08+2.3%3:53 PM EST
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To: jkb who wrote (1766)3/10/1998 1:38:00 AM
From: Analog Kid  Read Replies (4) of 7150
 
>>AK - don't forget that CHKPF fits attacks from insiders
>> as well - i.e. Intranet firewall.

Exactly, but of course this article doesn't say anything about this. Their argument was that physical security was basically sufficient to prevent insider hacking (they give an anecdote about a hacker getting a job as a janitor to get inside the organization.) Like I said, way below the quality articles usually found in Forbes.

I am also incredibly impressed with Deb Triant, she is what makes this a killer Phil Fisher-type stock instead of just a good stock. The conference address was very well done and the interviews posted here awhile back were very confidence-inspiring.

Regarding e-commerce, does anybody follow OpenMarket (OMKT)? I have been aware of this company for about a year but they have been losing money so I have kept my distance. But their revenues are growing rapidly and losses are narrowing, and most importantly I think, they were awarded 3 monster patents last week which could provide lots of license revenue. They are another way to play the coming explosion in e-commerce. (The fact that CHKPF is already actually making lots of money is probably holding the stock back - I think if they were still losing money or making a penny a share the stock would be in the 80s like Yahoo :)
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