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  • Short Palo Alto Networks, Downside Risk Based On Upcoming Patent Infringement Trial [View article]
    The trial will likely conclude this week, with closing arguments tomorrow. At that point, the jury will begin deliberations.
    Mar 3, 2014. 10:38 AM | Likes Like |Link to Comment
  • Day 3 Of The Juniper Vs. Palo Alto Patent Trial [View article]
    Excellent summation. Query: Dr Rubin based his opinion of infringement in part on the deposition testimony of Palo Alto co-founders Zuk and Mao -- will the jury see the relevant portions of the deposition testimony? Any idea what Zuk and Mao said?
    Feb 27, 2014. 10:19 PM | Likes Like |Link to Comment
  • Day 2 Of The Juniper Vs. Palo Alto Patent Trial [View article]
    Terrific analysis, Dan. Spot-on in every respect. I am sitting two rows behind you and concur wholeheartedly in your summation.
    Feb 27, 2014. 10:15 AM | 1 Like Like |Link to Comment
  • Short Palo Alto Networks, Downside Risk Based On Upcoming Patent Infringement Trial [View article]
    From FireEye's website:

    "The FireEye Threat Prevention Platform supplements traditional and next-generation firewalls, IPS, AV, and gateways, whose signatures and heuristics cannot stop this new generation of threats."

    Bottom Line: If Palo Alto is enjoined from selling its technology, competitors such as FireEye will benefit, and expand market share by grabbing Palo Alto customers with enhanced technology offerings.
    Feb 25, 2014. 07:41 PM | Likes Like |Link to Comment
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