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To: Bill Harmond who wrote (11685)	5/22/2002 10:52:57 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

10:49 ET CHKP Check Point Sftwr: cautious comments at conference (17.50 -1.25) -- Update -- We are hearing that the co's presentation at the Salomon Smith Barney software conference is not going particularly well, with talk of pricing pressure and soft business conditions.

To: Bill Harmond who wrote (11685)	5/22/2002 11:42:16 AM
From: techanalyst1	Read Replies (1) \| Respond to of 57684

Remember on the sebl cc Tom said congratulated Rick Sherlund on his call of a slowdown, saying that they didn't see it themselves. Chart knew though.... Couldn't even get back to the neckline of the double top. Btw.... I think you bought merq the other day. I think it's in a trading range. Should it break the Jan. lows though.... look out below. And if merq has to guide down with the biz model that it has, software hasn't seen a bottom in estimate cuts, imo. TA