Zeus Kerravala
Research analyst, value, long only

Growth In Network Tools Creates A Rising Tide For Gigamon

The value proposition of some companies is fairly easy to understand and therefore evaluate. For example, businesses are adding more wireless devices every day so logically, the vendors that make wireless LAN gear will benefit from this trend. However, other market categories are very technical and therefore, not so easy to understand. For example, Gigamon (NYSE:GIMO) plays in a market called "network visibility", which is aligned with network management but a subset of the overall larger management market. I believe there's a shift going on in the management sector that will drive long lasting growth for GIMO.

First, a quick tutorial on what exactly GIMO does. When network managers deploy a tool to secure, monitor or analyze the...

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