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

To: jkb who wrote (2276)	5/1/1998 9:25:00 PM
From: Maverick	Respond to of 7150

revenues next quarter will be key.. CHKPF can be a juicy acq. target by NW cos too. I agree. CHKPF can be a great target for acquisition by the big data+voice NW cos who don't own a secutiry and VPN product. They are very keen on VPN, especially ASND. Potential suitors are LU, NT, ASND, BAY, COM, IBM, MSFT, CS, NN.

To: jkb who wrote (2276)	5/1/1998 9:29:00 PM
From: DRRISK	Read Replies (1) \| Respond to of 7150

You and others are so finely tuned in that you just watched the market shave over 25% off your stock. So I gather you sold before this like I did? DrRisk have a nice weekend and please don't report me to Jill for voicing my opinion

To: jkb who wrote (2276)	5/1/1998 10:25:00 PM
From: Wright Sullivan	Respond to of 7150

Jay- Thanks for your posting, another excellent summary of the key issues here. I completely agree, including your statement that the revenue growth going flat is the real issue here. CHKPF is such a tough call right now, since its P/E is dropping like a rock, but it is still selling at around 10x sales. Basically it comes down to a question of whether the revenue growth is over or not. Only the next quarter's numbers will tell. All information I have indicates that there is plenty of gas left in the tank. But others obviously think we're running on fumes. Keep up the good posts. -Wright

To: jkb who wrote (2276)	5/2/1998 1:43:00 AM
From: Psycho Killer	Read Replies (1) \| Respond to of 7150

Thanks for the excellent posts. This has been an enjoyable thread today, with a lot of good thinking going on. If the fundamental story is strong now, do you think management should step up now (with a press release, for example) to stop this bleeding? If so, what should management say? I'm of two minds on this. On the one hand, there are some issues about "quality" of earnings that have been raised publicly, and the company ought to know better than anyone if this is a bum rap. Why not address these issues -- which by now have been pretty well defined -- directly? On the other hand, company has to be extremely careful what it says. Statements of certain kinds might move the market upward -- meaning that a later drop could lead to class action securities suits asserting that the positive statements that drove the price up were false or misleading. CHKPF well may have lawyers vetting everything it says, and advising that the company is in a minefield at the minute. I don't know. If the company has a strong enough story to tell right now, how about an analysts' meeting to lay it out? Would this benefit the company? Stockholders? Worth the risks? -- Jim ,