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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3939)	4/30/1998 1:38:00 PM
From: Wright Sullivan	Read Replies (1) of 78470

Here's an oxymoron: A cheap internet value stock with real profits and recent growth around 100%/year. CHKPF Checkpoint Software Technology - CHKPF is no.1 in network firewall software (40% market share), a real live "gorilla". - Earnings announced were way up and well above predictions. - This is an internet stock which actually makes money. - CHKPF firewall sales split about 50% on Unix, 50% on Win NT. - Stock price slammed lately, to as low as $29 today, partially due to a single comment from Microsoft's Ballmer, saying that MSFT plans to beef up their Proxy Server, which in some ways overlaps with CHKPF's software. Maybe this one is too tech or whatever, but I think that at current prices CHKPF is a value stock, not just the usual internet momentum garbage.

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