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


To: P.M.Freedman who wrote (4320)8/16/1999 11:47:00 AM
From: Mark Oliver  Read Replies (1) | Respond to of 7150
 
I noticed the following article and how Intel is shaping their plans for WAN's and they mentioned "VPN-enabled network adapters that include hardware-based encryption". I thought this was curious as there was a move to make hardware based products with Firewall-1 built in. At the time, it seemed the move to hardwire Checkpoint technology was an ultimate statement of it's leadership role in firewalls.

Here, we see Intel bringing together many forces, one of which is Shiva which they acquired. At one time, Shiva was a Raptor client. Axent has a strong desire to be a VPN player.

So, I was wondering if you or anyone had noted this and whether Intel could some how favor one VPN software company over another? Could it be that hardwired VPN software would be a strong indication of either a leadership role, or perhaps a commoditization of a product?

Regards, Mark

Intel Sketches A Fresh Access Play
By Todd Spangler, Inter@ctive Week
August 16, 1999 9:00 AM ET

Furthering its newly vigorous stampede into networking, Intel over the next year will revamp its access router family to provide integrated voice-and-data networking and improved security features for small and midsized businesses.

continued....

In addition, Intel will increase its security features for its access routers, providing a central, policy-based management system for a network's virtual private network and firewall security. As part of the security component, Intel will sell VPN-enabled network adapters that include hardware-based encryption.


zdnet.com

PS Congradulations to everyone who has held on. I took a profit recently and have seen Checkpoint has retained a strong price support. My mistake for not keeping the faith. Good luck.



To: P.M.Freedman who wrote (4320)8/16/1999 12:08:00 PM
From: TimeToMakeTheInvs  Read Replies (1) | Respond to of 7150
 
Checkpoint mentioned as a strong internet play by (I believe) the guest on Friday's WallStreet Week show (Louis Rukeyser). Said the stock was gaining market share in a growing market and beating Cisco competitively. tim