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Technology Stocks : Check Point Software (CHKP)
CHKP 187.37+1.9%2:51 PM EST

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To: tcd who wrote (2015)4/20/1998 11:40:00 PM
From: Analog Kid  Read Replies (1) of 7150
 
Good luck to everybody - I will be out of town the next 2 weeks and probably won't have internet access. I'm predicting (hoping for) a strong quarter, with at least decent sequential growth (40+ cents) as well as year-over-year growth. If they did in fact push sales late in the quarter to the next quarter (who knows if this is true) I don't think they would have done so unless they already beat the 37c from last quarter. So let's hope that Frank's estimate is very conservative, as he intended.
How the stock will react is anybody's guess. I finally got through to Angela Lee today, she had not answered my email or voice mail messages. Didn't get any real information (my main questions were enforcing the stateful inspection patent, the availability of any new market share figures for FireWall-1, and any future products in the pipeline [e.g. intrustion detection]) I also asked whether there were any plans for a dedicated e-commerce campaign. Basically didn't get any information, Emily Cohen was much more informative and accomodating. Has anybody had any luck recently with IR or know if Emily Cohen will still take questions?
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