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Check Point Software Technologies' Management Presents At Deutsche Bank DbAccess 2012 Technology Conference - Transcript

Stocks in this article: CHKP

So, from that standpoint what we have done is we have increased that breadth of the market we address and we have done so we have begun to run into new competitors. And some of those new competitors you see in the marketplace today company such as Fortinet who play more at the mid end of the market but have been trying to make their way up to the higher end of the market and they do very well and I believe in MSP and such. But there is a very different from the product that we deliver and what they deliver today. As there is against most of our competitors. So, we are looking at an aggregate and one of the great things that we get is how come we are not growing as fast. And I think that’s quite obvious, we are larger number and we are playing in those areas and in those areas e are growing quite fast. If you look at what we have delivered today as far as the amounts of blades, I believe we grew year-over-year by about 100% in our bookings because we did 10% of revenue for last year, we are attributed to blades. And this year at beginning of the year at the end of Q4 we had a run rate of over $200 million.

Read the rest of this transcript for free on seekingalpha.com

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