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Technology Stocks : Check Point Software (CHKP)
CHKP 187.01+1.7%3:59 PM EST

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To: tcd who wrote (2012)4/20/1998 7:12:00 AM
From: roger  Read Replies (1) of 7150
 
A few thoughts on CHKPF.

- Yahoo board. There is a lot of trolls on the Yahoo board
throwing flame baits around. Don't take them too seriously
especially the ones that doesn't defend their position.

- SDTI. I don't think SDTI is a competitor of CHKPF. They
actually has close alliance with CHKPF. SDTI is big on
encryption like CHKPF in firewall. A fun thought would
be a SDTI-CHKPF merger. Just a wild thought, it'll never
happen.

- Last week's fall. I noticed that Yahoo/Zack said that there
were 2 down grades last week. That would explain thursday's
sudden 2 pts drop. Analysts are always down on this stock.
Obviously they see something I don't.

- On earning. It will be this wednesday after close. I don't
think they will miss 32 cents. If it does, it will be a CD
thursday morning. It's obvious that the analysts are betting
on both earning and revenue are going to slow quite
dramatically. Maybe they know something I don't know.
CHKPF is now trading at the lowest PE range since IPO.

We'll see.
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