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Josh Burwick  

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  • Don't Fiddle While FireEye Burns... [View article]
    Do you mean your cost basis on your long or short?
    Mar 25, 2014. 08:11 AM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    I never questioned the quality of Mandiant, rather the need to buy vs. continuing to partner especially with a services heavy business.

    FEYE has a great solution but so does Last Line at a fraction of the price.
    http://bit.ly/1iTYiKq
    Also PANW with Cyvera will make Wildfire very formidable.
    Mar 25, 2014. 08:10 AM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    Thx. It seems as though the Target IT folks turned off a certain function because it was giving a lot of false positives.

    PANW is getting very interesting now that they have Cyvera. I know Cyvera it is amazing technology and will make PANW very formidable comp to FEYE.
    Mar 25, 2014. 08:08 AM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    Your math looks right but its 7.5x 2019 expected revenue not earnings. Still very pricey
    Mar 25, 2014. 08:06 AM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    Lol. Ok then. Who in your opinion is the best software analyst out there? This isn't Keith's wife is it?
    Mar 24, 2014. 02:43 PM | 1 Like Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    To answer a very good question posed that I should have mentioned in the piece. The "big lockup" of the additional 95.6 mln shares is May 20th.
    Mar 24, 2014. 01:37 PM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    FEYE 2014 revenue is expected to come in around $400mln+ (with Mandiant) divide that into EV of around $10 bln previously and I arrive at 25x. My calculations were when the stock was a good deal higher thus the 30x reference.
    Mar 24, 2014. 12:40 PM | 1 Like Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    FireEye did flash warnings as I stated previously but they were ignored as that setting was providing many false positives with other accounts, etc.. The product is very good, I am not disputing that, but PANW with Cyvera and Last Line are just two companies with very formidable competitive solutions.
    Mar 24, 2014. 12:31 PM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    I have not changed my short position in the stock since putting it on.
    Mar 24, 2014. 09:28 AM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    Understood but why did they have them disabled? They were producing a lot of false positives according to folks who were in the loop based on the Business Week article and others.
    Mar 24, 2014. 09:27 AM | 2 Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    Thank you
    Mar 24, 2014. 09:25 AM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    I published the original article 3/14

    http://bit.ly/1di2HH3

    The thesis remains the same. Actually with PANW buying Cyvera this am the competitive environment just got a lot tougher.
    Mar 24, 2014. 08:24 AM | 1 Like Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    Thanks. PANW buying Cyvera today brings a much more formidable competitive offering now into the hands of a big sales force. Also look at Last Line marketing material on their own website comparing themselves to FEYE- http://bit.ly/1iTYiKq
    Mar 24, 2014. 08:14 AM | Likes Like |Link to Comment
  • Everyone Has A Plan Until They Get Punched In The Face [View article]
    Prior selloffs were on quarters like this. Last one was a major buying opportunity. Stock has tremendous support down in the 20s as it approaches 2-3x revenue. Even better for the stock now is Oracle wants to expand in the space and BSFT synergies are huge as they own Acme Packet. Also Google relationship holds promise.
    Nov 5, 2013. 12:34 PM | Likes Like |Link to Comment
  • Everyone Has A Plan Until They Get Punched In The Face [View article]
    Agree. This is just like BEAS before ORCL pounced. Thanks for the thoughts
    Nov 5, 2013. 10:59 AM | Likes Like |Link to Comment
COMMENTS STATS
147 Comments
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