Check Point Software (CHKP) Message Board

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Technology Stocks : Check Point Software (CHKP)

CHKP 201.58

-1.3%

1:08 PM EST

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To: P.M.Freedman who wrote (2350)	5/4/1998 8:26:00 PM
From: blankmind	Read Replies (1) of 7150

1. agree with you on volume and happy to see gsco has returned. now we need some follow through. 2. mgmt original answer to balmer and msft was confused and not a coherent answer. if i had been a long term holder, i would have been unhappy. but for someone who was purchasing last week at these levels, .... subsequent announcements by the company as people have posted over the weekend and late last week, were excellent moves by mgmt, to the the csco and msft threats, without actually mentioning either. more importantly, as you point out, they are looking out for revenue and expansion, as first quarter demonstrated. 3. csco embedding the product in the router is not silly, it provides a possilbe single point of entry into the network. the more that is built into one product, the less need for another. why purchase an nt or other system, if you can accomplish the same on a router? csco is still putting this strategy in place and they have the resources. do not underestimate a company the size of csco. 4. nice to see a message on the stock.

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