Replies to post #23041 on Zeev's Turnips Patch-No Politics (ZEEV)

[shroodinvestor]

Zeev,

any views on chkp, psft, jnpr, rbak?

appreciate your perspective once again,

thanks

[mlsoft]

Zeev...

I agree - CDWC can be dangerous. They raised guidance for the quarter based on the strong MSFT licensing related sales in July which I mentioned in an earlier post to you as already being behind them. I still think their earnings will be headed downhill from here, and the excitement is all about something that was one-time and now history.

mlsoft

*** in edit, they are still goosing the dollar.