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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: Andreas Labrakis who wrote (18398)5/14/1998 3:17:00 PM
From: Logain Ablar  Read Replies (2) | Respond to of 50167
 
Andreas:

No itea on ONSL but I've been following CHKPF for about 3 weeks. Big sell off when Balmer said MSFT was looking at the firewall market (indicating competition to CHKPF vs. utilizing their product). A few days ago Balmer changed course (you can see the reversal in the down trend when the news started to leak late in the day).

There is IBM competition but CHKPF has the #1 product and MSFT backing now. Without the backing they were in trouble. The company blew away earnings this quarter but there is always risk.

I will add on weakness.

Tim