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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Winston Lee who wrote (67506)	1/23/2001 1:33:05 PM
From: Jorj X Mckie	Respond to of 99985

CHKP dominates in the VPN space I haven't seen market share info for a while on this, but I would be very surprised if CHKP had a greater share than NT. CSCO has also done a lot to gain market share in this space. I do like CHKP as a pure play in the VPN space. In the authentication space, ENTU has been pretty beaten up, but the chart is looking pretty strong and the fundies have been firming up nicely since last summer. RSAS has been the strongest and rightfully so since it has the strongest fundies.

To: Winston Lee who wrote (67506)	1/23/2001 4:14:26 PM
From: Winston Lee	Read Replies (2) \| Respond to of 99985

Sold all my CHKP @ 156+ to lock in gains. I sense a topping action on this stock ... the money movement has become vicious - from Treasuries, utilities, defensive issues to certain high-tech leaders (CHKP, EMLX, BRCD, etc.). If the opticals meet earnings and do not give negative guidance, they may be the next to soar, with the high-tech leaders selling off somewhat. The bond market selloff is very good for stock market ... maybe the economy is not as bad as everybody thinks.