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

To: Bill Keating who wrote (2435)	5/8/1998 9:12:00 PM
From: tcd	Read Replies (1) \| Respond to of 7150

I can see that my so whatism has gotten me into some trouble. So, let me give you another argument. There are at least fifteen major TV set manufacturers and all of them are making money. Profit margins are tight because video pricing, due to these many manufacturers keeps a close eye on prices. None of these 15 companies are going out of business because there are millions of purchasers for these products. The firewall industry is in its infancy. Checkpoint, being one of the first commanded high pricing but now with the big three rattling around, all that's going to change. It had to. So what? More firewallers, more buyers. Of these 15 TV manufacturers some are niche players, selling very pricey TV sets or front projection units. For some reason they are surviving. Why not CHKPF, yes, a niche player and the top dog. If it can't compete, it will get bought out. If it can compete, we'll be able to sleep better at night. tcd