VPNDude

Is Checkpoint a Potential Takeover Target?

The "Gil factor" is a major problem here. Many of Gil's close associates have left Check Point because they burned out on his close control of the company.

But Gil as done some things that he stubbornly said he wasn't going to do, like sell hardware. So there is a point, out there somewhere, where Gil can be persuaded to do something like sell.

If you go by the "GSM" or Gil stubborness meter, it can help you gauge if this is the right time for him (not Check Point) to sell. He's typically about 1 year off on internal product changes, and 3 years off on things like major market shifts. Check Point should have been sold three years ago, so it might be time for him to move.