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

To: Mark Oliver who wrote (4223)	7/14/1999 12:45:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 7150

Mark: MSFT, Novel & CSCO are just FUD. Doesn't make sense for any of them. CA maybe but again with the valid shareholder lawsuits it seems premature (but CA may think its a good time). On earnings. Top line growth will be great (35% minimum) and earnings will beat expectations (minimum 53 (Peter) and max of 60 cents. Remember higher R&D and tax rate this year so not a 35% growth to bottom line). The issue will be forward guidance for next quarter and rest of year and the multiple the street wants to put on this growth engine. Look @ MOT in 90's earning less than 50 cents or AHAA running today on 25 cents. Tought to put a valuation when you see other co's. JMO We can see a break out if its a good conference call or a break down if its bad. Tim

To: Mark Oliver who wrote (4223)	7/14/1999 11:43:00 PM
From: James Hutton	Respond to of 7150

"The maker of antivirus and network management software has seen its sales fall dramatically amid excess inventory and weak demand. Now some investors believe the company is an attractive takeover candidate for rivals such as Microsoft, Computer Associates, Novell, and Cisco Systems, said Aaron Scott, an analyst with Advest." Aren't those two paragraphs a giant nonsequiter?