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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric Jacobson who wrote (3144)	6/25/1999 11:29:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Eric, By comparison [with Siebel], CHKP has a much more reasonable PEG of 1.0 Using the same ratio as the one I did with Siebel, CHKP's PEG is 1.4. Checkpoint's estimated annualized growth for the next two years is 20%. Siebel's is 30%. Both companies have been beating estimates handsomely. It's been a long time since I looked at the security companies. Is CHKP the leader in that biz to the same degree that Siebel is in the front office biz? --Mike Buckley

To: Eric Jacobson who wrote (3144)	7/9/1999 1:57:00 PM
From: Logain Ablar	Respond to of 54805

Eric: CHKP has indicated to analysts it is 20% above their revenue plan for the 1st 5 months of the year (the plan was 30%). I'm actually overweighted in CHKP and am looking @ HLIT and CAMP. CHKP has had a great run and should have a good year. They've been taking market share and coming out with new products and alliances. Their 2nd & 4th qtrs are strong quarters with 1st and 3rd weaker (3rd reflecting the Eurpoean vacations). I expect them to earn 56 to 60 cents (not sure how much the increased R&D, taxes and shares impact eps so this is just a guess on my part but it is based upon 35% revenue increase over last year) this quarter and first call has 50 (which is the same as last year). You may want to wait until you hear managment on the cc. Tim