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


To: John Carragher who wrote (7127)2/5/2004 8:47:39 PM
From: P.M.Freedman  Read Replies (1) | Respond to of 7150
 
Before Eyal's speech, GS threw out some negative words about CHKP that led a sudden intraday sharp drop. However, the stock recovered the most after the speech. GS believes the competitions from CSCO will hurt both CHKP and NSCN in long term; competitions from NSCN in the SMB area will hurt CHKP in short term. Nothing was new in GS's comments.