Check Point Software (CHKP) Message Board

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Technology Stocks : Check Point Software (CHKP)

CHKP 185.58

-0.9%

Dec 31 3:59 PM EST

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To: jkb who wrote (2082)	4/24/1998 12:56:00 AM
From: Ibnbatutaa	Read Replies (1) of 7150

Jay, Roger, Frank: I've been following and appreciating (Thank You) your analyses / discussion of CHKPF over the past several months.....and like (?) you stalwarts this minnow is somewhat flummoxed by today's drop....seems to defy all reasoning ...particularly when all the "Internet stocks' are in the wrong orbit! A few questions: I wonder whether or not the "non-Kosher" treatment of this stock is partly based on the fact that this is not a US based company. Do you have any views? The Ballmer report was ( per Globes article) published on April 21 st. What's with the sudden magnification of his views on earnings announcement day? Any theories? To Jay ( who appears to have an appreciated grasp of the technicalities): I would have thought that a tried and tested Security system (CHKPF's Firewall )would be preferred over a newer system (read MSFT Proxyserver). Are these security programs updated / modified periodically, or are they sold as set pieces? Afterall, I imagine a determined hacker could eventually penetrate a "standardised" system. Regards Ibnbatutaa

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