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

To: Danny Chan who wrote (2049)	4/23/1998 11:55:00 AM
From: P.M.Freedman	Read Replies (2) \| Respond to of 7150

It is a typical SELL-ON-NEWS case.

To: Danny Chan who wrote (2049)	4/23/1998 11:59:00 AM
From: Clam Clam	Read Replies (1) \| Respond to of 7150

>>Long-term I'm still a believer of the stock. Short term it will hurt the price potential significantly. Margins are unsustainably high, price competition killing revenue growth and intensifying competition from the most dangerous two words in networking: Cisco Systems. He who standeth in the way of Almighty Cisco is betting on the wrong chimp. The firewall is as commodity a product as it gets. 38 million shares makes this stock worth about $15 in 12 months. Threaders: argue all you want but CHKPF ain't going to survive if it can't find ways of making money away from Cisco. "The battle is not ALWAYS to the strong nor the race to the swift, but that is the way to bet." (or something like that).