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

To: Narotham Reddy who wrote (2067)	4/23/1998 2:42:00 PM
From: roger	Read Replies (1) \| Respond to of 7150

A few thoughts. 1) The earliest MSFT can come out with anything to compete is with NT v5 which won't come out until early 99. Am I correct in this? By that time, CHKPF's market share will grow more too. 2) Firewall users are mostly system people, not everyday consumers. I find it hard to believe that companies will rip out their FW1 and replace them with MSFT's Proxy Server. 3) A little less than half of CHKPF's revenue comes from the UNIX platform. Unix servers are growing too and I don't think MSFT is going to touch that either. 4) Floodgate is going to bring in rev soon. MSFT is not coming out with anything like that. 5) CHKPF is now at PE 26. CHKPF's growth rate is over 100%. Let's say MSFT totally kill off the NT FW1 rev. It's growth rate will still be 50% on UNIX products alone.