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Technology Stocks : Check Point Software (CHKP)
CHKP 189.64+0.6%Dec 26 9:30 AM EST

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To: David S. who wrote (2127)4/24/1998 7:01:00 PM
From: ram yariv  Read Replies (1) of 7150
 
Well, there was no water in the pool..it hurts when you jump into
a dry well..supposdly this well is rumored to dry out when big
M will comes in. The dry memories of netmange among israeli and foriegn investors takes a no hostage approach, they don't want to play
this game anymore. Yes, its probaly not fare to compare what
happened to netm vs chkpf, but hey who cares about farness, this
industry can change very fast every 6 month..Just think about
it big M has 17.5 BILLION in cash, sitting in the bank..now what
are they going to do? The firewall buisness is growing at %100+,
and big m has to continue and show a decent return on their
17.5 bill...figure that..
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