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

To: jkb who wrote (2320)	5/4/1998 11:19:00 AM
From: Grantcw	Read Replies (1) \| Respond to of 7150

All, I had to jump in on this one today. It seems to be the most undervalued of its competition in a very undervalued sector. I'm going to try to hold this one for a year or two, but since my longest holding to date has been 4 months, I don't know if I can make it with those short-term gains looking me in the eye. Couple of questions: How serious is Microsoft's threat to enter the market? Do they have the knowledge to get up to speed with CHKPF in a short-time, or will they have to buy someone in the industry? Is the 50-60% annual growth rate estimate over the next 5 years still in effect? Grant