| Message | Subject | Recs | Date/Time (ET) |
| PM,
Was long KREM, now hold no position.
Anyway back to the point. I'm | Check Point Software (CHKP) | | 10/31/2000 02:42:48 PM |
| PM,
"Many networking companies, such as CSCO, NT, COMS..., are pouring big $$ | Check Point Software (CHKP) | | 10/31/2000 11:55:31 AM |
| Analog,
It is not only maturing, it is becoming cluttered with competition. | Check Point Software (CHKP) | | 10/30/2000 03:59:51 PM |
| PM,
It was a sales guy. He said, "You can use anything you want, but we endo | Check Point Software (CHKP) | | 10/30/2000 03:50:38 PM |
| Mason,
In terms of 1 split and many points you are correct. Price wise, I'm | Check Point Software (CHKP) | | 10/30/2000 03:45:16 PM |
| One other point, given that the "Story has changed," I won't be following it any | Check Point Software (CHKP) | | 10/27/2000 10:36:28 AM |
| Analog,
As CHKP was one of my first experiments, I beg to disagree with you o | Check Point Software (CHKP) | | 10/27/2000 10:35:21 AM |
| You bring up a good point. Again however, this points out the long term nature | Interdigital Communication(IDCC) | | 07/25/2000 10:41:36 AM |
| The nice thing is the growth rate. With the prospect of an economic slowdown an | Interdigital Communication(IDCC) | | 07/25/2000 09:36:33 AM |
| Well the numbers mean that IDCC now has defined a revenue growth rate and income | Interdigital Communication(IDCC) | | 07/20/2000 10:36:40 AM |
| Frank,
Well you've once again verified that you have a handle on the numbers. | Interdigital Communication(IDCC) | | 07/20/2000 10:24:38 AM |
|
Do you remember the Night Gallery episode, where the doctor gets a wayward trav | Interdigital Communication(IDCC) | | 06/28/2000 10:30:00 AM |
|
molloy,
It is often time difficult for people to manage their emotions about t | Interdigital Communication(IDCC) | | 06/27/2000 10:15:00 AM |
|
molly,
Perhaps I shouldn't intercede in the lively discussion you seem to be | Interdigital Communication(IDCC) | | 06/26/2000 03:29:00 PM |
|
Gus,
Of course you're right.
| Interdigital Communication(IDCC) | | 06/26/2000 01:50:00 PM |
|
Gus,
Your assumption is flawed. You are assuming mostly handset and missing | Interdigital Communication(IDCC) | | 06/26/2000 11:28:00 AM |
|
Carolyn,
I'm not sure it is a must read, rather, it is a nice summary.
| Interdigital Communication(IDCC) | | 06/12/2000 12:20:00 PM |
|
613,
Why wade thru the transcripts? Think OJ. Remember, "If the glove don' | Interdigital Communication(IDCC) | | 05/20/2000 12:02:00 AM |
|
Bill,
Please note 613's response. He's a perfect example of your typical pe | Interdigital Communication(IDCC) | | 05/19/2000 11:00:00 AM |
|
Bill,
I've visited that portion of the site at least 10 times before scrutin | Interdigital Communication(IDCC) | | 05/18/2000 03:45:00 PM |
|
Bill,
I read the transcript. Thank you.
Now some opinions:
- The act | Interdigital Communication(IDCC) | | 05/17/2000 04:34:00 PM |
|
Bux,
Think like a CFO.
Why confuse the account balance?
Answer: Becau | Interdigital Communication(IDCC) | | 05/08/2000 09:52:00 AM |
|
Bux,
Here is some inference on the numbers:
Royalties and contract services | Interdigital Communication(IDCC) | | 05/05/2000 03:44:00 PM |
|
Bux,
I suspect, I don't know this for a fact, that they are bundling Royalti | Interdigital Communication(IDCC) | | 05/05/2000 01:54:00 PM |
|
Carolyn,
I did not watch the interview, but heard it was OK, but not a stell | Interdigital Communication(IDCC) | | 05/05/2000 09:42:00 AM |
|
related link
http://biz.yahoo.com/bw/000504/ca_inktomi_2.html
| Interdigital Communication(IDCC) | | 05/04/2000 03:18:00 PM |
|
Frank,
I've watched this puppy rise from $30 to $280, and watched it 1/2 in | Check Point Software (CHKP) | | 04/03/2000 04:31:00 PM |
|
c. carlson,
Missed is an understatement! I've missed 1mil as a result of th | Check Point Software (CHKP) | | 04/03/2000 01:13:00 PM |
|
Analog,
You know I respect your opinion. You know I am happy for you gains. | Check Point Software (CHKP) | | 04/03/2000 10:36:00 AM |
|
Alex,
I used to question my logic, and for the longest time considered such | Check Point Software (CHKP) | | 03/29/2000 04:46:00 PM |
|
Mason,
I neither like nor dislike the company, I just follow it. My objecti | Check Point Software (CHKP) | | 03/29/2000 04:32:00 PM |
|
Hello! Are you there? Is CHKP going up or down? Have you been watching the b | Check Point Software (CHKP) | | 03/29/2000 01:59:00 PM |
|
PM,
Doesn't seem like there's much activity here. Occasionally, I like to s | Check Point Software (CHKP) | | 03/29/2000 12:21:00 PM |
|
MO would be a buy if not for the negative bias against cigarettes. The potenti | Check Point Software (CHKP) | | 03/20/2000 02:37:00 PM |
|
PM,
Let's look at your numbers:
Period 1998 - 1999:
1.17 - .91 = .26
| Check Point Software (CHKP) | | 03/20/2000 02:33:00 PM |
|
PE to buy 30 - 40.
Growth potential mitigated by competitive forces NETA, NE | Check Point Software (CHKP) | | 03/17/2000 01:38:00 PM |
|
PM,
Fundamentally, value is a self defined point of view, in the case of CHK | Check Point Software (CHKP) | | 03/17/2000 11:20:00 AM |
|
PM,
Is CHKP a good company? Yes. Is CHKP a great company? maybe, only tim | Check Point Software (CHKP) | | 03/16/2000 11:06:00 AM |
|
Actually this is old news, please recall the earlier post regarding Pamela Ande | Check Point Software (CHKP) | | 03/15/2000 04:25:00 PM |
|
Analog,
Here is a link:
http://www.geocities.com/CollegePark/Union/5651/p | Check Point Software (CHKP) | | 11/05/1999 03:22:00 PM |
|
Congradulations on your hold. Unfortunately, the earnings trend has not change | Check Point Software (CHKP) | | 11/05/1999 01:55:00 PM |
|
precisely, looks too good.
| Check Point Software (CHKP) | | 11/01/1999 12:08:00 PM |
|
I've been monitoring behavior. It is almost time to short.
| Check Point Software (CHKP) | | 11/01/1999 10:28:00 AM |
|
Finally, someone else heard it. Yes, per the Vcall I recall Ron saying 70mil C | GRIN (Grand Toys International Inc) | | 09/16/1999 12:32:00 PM |
|
Frank,
I've not taken an indepth look yet at the Balance Sheet, but here is | GRIN (Grand Toys International Inc) | | 09/15/1999 12:33:00 PM |
|
Frank,
There are really three components relative to the cash:
1. Is the i | GRIN (Grand Toys International Inc) | | 09/14/1999 12:09:00 PM |
|
Frank,
Just an FYI, I forwarded your post regarding the options to Yahoo mes | GRIN (Grand Toys International Inc) | | 09/13/1999 11:12:00 AM |
|
Roughly 5 to 6 weeks ago, my son was introduced to Pokemon from a friend of his | GRIN (Grand Toys International Inc) | | 09/08/1999 11:58:00 AM |
|
Analog,
Originally I set a price at $80 a share, but got out way before then | Check Point Software (CHKP) | | 09/08/1999 10:28:00 AM |
|
Frank,
I agree, but you are assuming that there has been a huge excercise of | GRIN (Grand Toys International Inc) | | 09/08/1999 10:20:00 AM |
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