Check Point Software (CHKP) Message Board

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Technology Stocks : Check Point Software (CHKP)

CHKP 187.01

+1.7%

Nov 21 9:30 AM EST

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To: Frank who wrote (2003)	4/17/1998 12:13:00 PM
From: roger	Read Replies (1) of 7150

I am expecting CHKPF to beat the estimate of $32M revenue and $32 EPS. I am a bit more optimistic than you. I too am not counting on the network management products. About 49% of the rev came from Unix products, so Sunw's number is good news. Also, someone posted that the CHKPF's salesmans are pushing back sales to the 2nd Q. That's also good news if true. My reasoning is that management knows how this stock will react if they don't blow the numbers out. I don't think they want that. I mean, just think what will happen if they miss earning. They will be in the teens. Personally, I am more concern about the revenue than the eps. CHKPF needs to dominate the market. Control as much shares as possible. This is the only real defense against MSFT and others. I am hoping they can get 35 million. Anything less than 32m is bad news.

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