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Technology Stocks : Check Point Software (CHKP)
CHKP 180.91+2.6%Feb 6 9:30 AM EST
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To: DRM who wrote (2657)5/22/1998 3:21:00 PM
From: Roadkill  Read Replies (1) of 7150
 
>>The 4% increase (quarter to quarter) seems to indicate that CHKPF sales revenues have stalled. Is there any fundamental reason to think this is just a single quarter aberration?<<

I have no special insight into the industry, but there could be two explanations for the stalled revenues: (1) I understand that Q1 has historically been the weakest Q for CHKPF, so comparing it to 4Q sequentially may not give an accurate picture; and (2) prior to the 1Q earnings report, rumors on this thread and others indicated that 1Q sales were pushed into 2Q because the EPS numbers were already met. I have no idea if these rumors are accurate, but I found it interesting that some of these rumors appeared prior to the earnings report.

Of course, these explanations have a bullish bias. Perhaps the truth is precisely as you state it: revenue is stalling. Even if that were the case, wouldn't you expect the expanded agreement with MSFT re Windows NT to give CHKPF revenues a boost?

RK
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