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

To: Danny Chan who wrote (2084)	4/23/1998 7:54:00 PM
From: P.M.Freedman	Respond to of 7150

The idea to install MSFT's security softwares into its NT5 sounds good but will be a risky playing. Any holes on its own security wall may slow the whole quarter's sales of NT5. MSFT will have to test that very very carefully on NT4 to see whether it is good or not. It takes time. The same issue will have to be faced for CSCO when they build the security directly into their networking products. Many networking companies had the same ideas to do so but no one has met with success so far. Time will tell us. Anyway, earnings keep up, grand name has been well recognized, sale channels are the best in the whole sector... There are too many to say. I don't need to repeat those fundamental things. No matter how low the prices drop in a short term, you will be rich on holding this stock for a long term. BTW, the chart shows that CHKPF was far far oversold.