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

To: Danny Chan who wrote (1982)	4/11/1998 10:12:00 AM
From: Elmer	Respond to of 7150

Danny, Glad you liked the book. On page 311, it says about security software, "It almost certainly will be a gorilla game, as every previous play in this category has been, the reason in part being perhaps that you cannot have "open" security." Also, check out Paul Johnson's rule of thumb for establishing the start of a tornado. It's on page 211. It looks like CHKPF may be in one. If it is, we may have a blow out quarter like Manugistics (which is also recommended in the book) did two weeks ago. Finally, Warren Buffett and Peter Lynch have done technology investors a major favor by creating the conventional view that you can't understand it, so you shouldn't invest in it. This may be why technology keeps outperforming the industrials year after year. David