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Technology Stocks : Check Point Software (CHKP)

CHKP 187.39

+1.9%

1:50 PM EST

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To: Analog Kid who wrote (1770)	3/10/1998 12:53:00 PM
From: Marty	Read Replies (2) of 7150

"Regarding e-commerce, does anybody follow OpenMarket (OMKT)?" Happily, I also own OMKT (more than twice as much as I own of CHKPF) and it has given me a very nice profit ... although it is consolidating now after recent surge. I think it is early enough in this game that any of these enablers for EDI will do very well. IMHO, e-commerce is SO GOOD that is going take over market leadership, next from the hardware and software companies. Others in the field, I like are SE, HRBC, and of course, the giant who is really positioned by virtue of its existing clients, its big bucks, and its commitment to the business to business aspect of the field is IBM(!). On the edges are GTE (same reason as IBM), ENVY (biggest and most established in medical EDI network) and ECILF. For the Internet play, you can't get a better ride than CMGI. This is like swimming with the current. BWDIK.

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