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Strategies & Market Trends : Guidance II -- Ignore unavailable to you. Want to Upgrade?


To: DebtBomb who wrote (548)3/13/2002 1:29:25 PM
From: SusieQ1065  Respond to of 2077
 
13:03 ET CHKP Check Point Sftwr (34.00 -1.64) -- Update --
Banc of America comments on CHKP intraday. Based on recent channel checks, believes co is on track to meet estimates. However, firm does not expect material upside. The key piece of data from firm's ongoing discussions with industry sources is the continuing difficulty to maintain premium pricing for CHKP's product. While stk may look attractive now at 24x FY02 estimated EPS, firm cautions that stk trades at 13x FY03 rev, which is the extremely high-end of firm's coverage universe.



To: DebtBomb who wrote (548)3/13/2002 1:35:04 PM
From: Frederick Langford  Read Replies (1) | Respond to of 2077
 
IRAQ looks too much to the world like trying to finish Daddy's work.
Bush is sounding like the Terminator to the rest of the world. I hope I'm wrong, but...

Fred



To: DebtBomb who wrote (548)3/13/2002 2:15:27 PM
From: SusieQ1065  Read Replies (2) | Respond to of 2077
 
Message 17193314