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


To: Maverick who wrote (2230)4/30/1998 7:38:00 PM
From: blankmind  Respond to of 7150
 
[CHKPF offers Firewall-1, SecuRemote on a wide variety of platforms inlcuding UNIX, NT, others. MSFT proxy server is nowhere near Firewall-1. With MSFT keeps delaying NT 5.0 till mid-99 and chances are even NT 5.0's security will fall short that of Firewall-1, we talk about CHKPF having a relatively safe 98 earnings. This scare resembles that in late 1/98. The stock should rebound to $40's as it did in Feb and March 98] - maverick

ms needs to be careful for several reasons on trying to enter this market:

- doj/states already pressing ms on using its os to enter the browser market.

- if critical reviews come out concerning ms security, this would delay corps. and isp implementing nt 5.

- feeling that nt5 will not be implemented until after 1999, because resources will be pegged for y2k problem, and not installing/upgrading an os.



To: Maverick who wrote (2230)4/30/1998 9:01:00 PM
From: jkb  Read Replies (3) | Respond to of 7150
 
Great posts Maverick. <eom>