Check Point is the dominant network security software provider for companies, set to benefit from resilient demand as well as industry consolidation. Recent surveys on corporate IT spend show security software as being one of the last things companies want to cut.back. This is evidenced by the company's solid earnings results. Recent acquisitions will not only allow it expand its product line-up into end-point security (currently McAfee's and Symantec's domain), but also to boost earnings through cost-cutting and cross-selling. It is net cash and one of the cheapest within the sector.
