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


To: jkb who wrote (2081)4/24/1998 10:43:00 AM
From: atc  Read Replies (1) | Respond to of 7150
 
"Triant is a very smart and impressive lady - but I really find her comments rather naive here."

Hi Jay -

I think Deb T. is trying to reverse one of the intended effects of Ballmer's comment. At issue strategically is whether CHKPF can build its empire with more acquisitions using its shares. If it is successful, it would continue to build a lead that would be increasingly difficult for others to catch-up. Since investors are affected by fear and greed, Ballmer's comment was successful for at least one day.

- Allen