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Technology Stocks : PC Sector Round Table

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To: Frodo Baxter who wrote (1702)	4/19/1999 9:37:00 AM
From: Mark Oliver	Read Replies (1) of 2025

<In any case, I liked your PCTV arb, so I stole a chunk at 7 1/4. I may already be a winner. Did you manage to get any more?> Looks like a bid of 7 13/16's may be the open. Hope you remember me at Christmas. Will you hold for the end, or take a profit? Maybe a sweeter deal comes along. MCI may out bid Sprint? Checkpoint CHKP came in with great earnings (.49 vs .45) bucking the trend for the enterprise security bunch. They may be solidifying their already massive lead on the competition. Numbers are great and expectations were not, even though the CEO said they weren't experiencing the same issues as Network Assoc. and Axent. So, could be the market will be relieved and buy in today? Regards, Mark

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