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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Chris who wrote (19696)2/28/1999 5:08:00 PM
From: Logain Ablar  Read Replies (1) | Respond to of 42787
 
Hi Chris:

How about CHKPF. I'm long and will add to the position sometime on Monday between 36 & 38.

Fundamentals.
Strengths:
Good revenue & earnings.
Near the Firewall market leader.
Been moving down on low volumn towards 100 day ema.
President indicated strong 1st quarter sales at Goldman conference.
Recent conference call CEO indicated 35% growth in revenue and earnings (after stating company expects strong growth from recently released products). See CC comment below

Weakness.
CEO does terrible job presenting company's prospects on qtry. CC.
Only product is firewall software (but they just announced new internet software product). Indicated this quarter revenue and profits to be flat with 4th quarter.
Good competitors.
Non US company (street weekness only). Israsel
A network index company making money. $1.81 last year $2.4ish this year (I think higher).

I'm buyng the selling this one during the year.

Just my 2 cents. Ever get my e mail on Bill Clinton making the big time? <gg>.

Tim



To: Chris who wrote (19696)2/28/1999 11:08:00 PM
From: Compadre  Respond to of 42787
 
Chris: What do you think about CIEN? I know it is a speculative play and it is moving on takeover rumors. But it broke out of its consolidation pattern recently and it is doing so against the grain.

Regards,

Jaime