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Technology Stocks : Check Point Software (CHKP) -- Ignore unavailable to you. Want to Upgrade?

To: Joseph Chuan who wrote (4193)	6/24/1999 12:29:00 PM
From: P.M.Freedman	Respond to of 7150

biz.yahoo.com

To: Joseph Chuan who wrote (4193)	6/25/1999 8:28:00 AM
From: Logain Ablar	Respond to of 7150

Joe: Still early for earnings date but expect around July 15th. The company has concistenty matched or beat earnings forecasts (although not the whisper number @ year end due to a f/x issue). They'll beat the 50 cents forecast (I have a range of 54 on the low and 58 on the high side, it all depends on June business and Japan as to how high). Revenue is running 20% over plan and plan was for a 30% increase. Check the web site and charts and do your own DD b/4 you make the investment decision. It is the conference call with forward guidance that will be key. Top line growth will be very good. From a company and sector perspective 1st and 3rd quarter's are weaker than 2nd and 4th (with 4th being the strongest). Also, last qtr's CC was the best of the 5 I've listened to. The company is the leader and continues to increase market share. Good luck but I'm long and biased. Tim