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Technology Stocks : Check Point Software (CHKP)
CHKP 183.91+0.1%9:39 AM EST

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To: jkb who wrote (2235)5/1/1998 1:16:00 AM
From: Wright Sullivan  Read Replies (1) of 7150
 
If anyone is interested, I posted a quick analysis of CHKPF on the Value Investing thread:

Message 4280047

Nothing CHKPF folks haven't seen before, but any comments would be appreciated. I don't understand why CHKPF is weighted down with fear uncertainty and doubt, while the rest of the internet universe rockets toward the heavens on little or no profits.

Does anyone have any further comments on the slowing of top line growth this quarter? It is hard to tell if it is just a blip or a real concern.

Current 1998 earnings estimates (1.45) are below 4 times 1Q98 (4 x 0.41 = 1.64). Analysts seem to think that 1Q98 was an aberration and that the year will closely resemble 4Q97, and that CHKPF will level out and go into a much slower growth stage.

I do not agree with this assessment.
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