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

To: tcd who wrote (2249)	5/1/1998 2:43:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 7150

Can Checkpoint do well without Cisco? Sure it's better to have Cisco in your camp, but... Can Cisco sell a product that will run across company lines and work on Bay and other platforms? Is it safe to say that a company will have many platforms and therefore an independant vendor like Checkpoint is a better buy? Look at all the sales lost on CPQ/DEC/Tandem and HP platforms. CHKPF still survives. It's something I really have not got the knowledge to comment on, but it doesn't make sense that Cisco will come along an snuff out Checkpoint. I should think the real threat is from another software vendor. As far as competition goes, I've held Raptor for a long time and they seemed to trade down everytime another vendor came along. Now, they've come back. They also had very good earnings this quarter in the merged company Axent and they also traded down going from 32 to 25. ISSX is also down. Seems like the whole group is hurt, and CHKPF is perhaps hurt the most. The fact that people are just now seeing competition is bull. These stocks have never gone up much from their IPO's. They've had a long time establishing market share and revenues and earnings. It seems we are just starting to see substance. I'm loosing track here. I guess my point is what I started with. Can Cisco offer a network wide solution for multiplatform networks that will beat what Checkpoint has to offer? Should network consulting be a direction that Checkpoint wants to go, would a merger of people resources be a way to go? Why wouldn't a CA want to get into this business? Regards, Mark