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To: jjs_ynot who wrote (710)4/23/1998 1:41:00 PM
From: TLindt  Read Replies (2) | Respond to of 2882
 
Dave you can't get the portfolio?

techstocks.com

If not Auggie go pester Brad...they are probably having a party, and screwed this up again.



To: jjs_ynot who wrote (710)4/23/1998 1:51:00 PM
From: AugustWest  Respond to of 2882
 
>> But it is your call.

Ug, I got sucked into this one. If there are no objections, I say sell 60% of CYBG. Now, at 13-3/4. It's up 1/4 on the day, let's get some off.

>>Also, selling into a selloff in general is a losing proposition.

Yes, I agree in regards to CHKPF. I sold some of my personal holdings a while back at 41ish from 34. I already added back to my position today, same price of 34. I don't know how everyone else feels, but maybe we put a little CYBG profits into CHKPF, or just leave it[CHKPF] sit where it is.

I really haven't been paying much attention to the security issues lately, so if any one out there can add something, pleasedo so.



To: jjs_ynot who wrote (710)4/23/1998 2:40:00 PM
From: AugustWest  Read Replies (1) | Respond to of 2882
 
Dave, et al, I just heard a bit of the CHKPF news on CNBC.

Apparently they reported record sales, but what they are saying now is that they calculated advanced sales into those earnings.

**********BUT,

Here's the skinny on why they are falling, all which I was aware of a few months ago.......

Yep, our favorite, bully...MSFT is turning up the heat. Didn't catch the guys name(from MS), but he was in Tel Avi(sp), where CHKPF HQ's are, and they are trying to muscle their way into the security bizzzzzzzzz.

HA! God do I know that feeling!!!!!! any one have a silver bullet?

Again, I'm not real polished on the security stuff, a while back I put an open invitation in on the CHKPF thread, but I don't recall any one coming over. Might try again.