(FIRE)

All Comments on FIRE

  • commenter
    Jun 13 09:28 AM
    My Website
    The Year of VirtSec - So Far [view article]
    Thanks for your comment. I agree that VMware seems to be in the driver's seat when it comes to virtualizing production data centers. Reply
  • commenter
    Jun 09 10:30 AM
    My Website
    The Year of VirtSec - So Far [view article]
    I feel very strongly about VMware and their growth potential. I would continue to buy until this stock hits the mid 80's. Good article here, VM continues to set the trend. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on FIRE
    Is this a buy or a sell? Reply
  • commenter
    Mar 16 06:31 AM
    My Website
    VMware and Deep Packet Apocalypse [view article]
    Microsoft has gone as deep as 12! Reply
  • commenter
    Mar 14 05:59 PM
    My Website
    VMware and Deep Packet Apocalypse [view article]
    Nick: great question. We've charted a single mutation against MS 06-040 since MSFTs announcement almost two years ago and we showed dozens of mutating bot attacks (zero day exploits) and of course corresponding signatures from the deep packet pattern match vendors. I think speed is a must but at the end of the day countering mutations with growing pattern histories is still a reactive posture that accepts a level of vulnerability and requires "fire hose" enforcement (compute-intensive) versus layer 7 complete app/protocol decode and exception processing.

    Then there are the other issues that are problemmatic from the standpoint of pattern match defense: SQL injection; cross-site scripting;and layer 2 evasions (like IP fragmentation).

    The data center that has both servers and VMs in a mesh will require more flow visibility, more vulnerability intelligence and more app knowledge than the traditional systems are capable of delivering. I think these devices will stay at the perimeter (because they're exploit-focused) while a new data center (or server/VM) IPS category will take shape as meshes replace pipes.

    Thanks for your comment./
    Greg
    Reply
  • commenter
    Mar 14 10:34 AM
    My Website
    VMware and Deep Packet Apocalypse [view article]
    counter mutation will unfortunately always be a responsive action. In theory the next game beyond defensive mutations will be speed. The ability to rapidly transmit attack profiles across networks. Curious has anyone charted the growth rate of mutations and counter defenses relative to absolute traffic growth. Will the ecosystem grow faster than the function set? Reply
  • commenter
    Jan 08 07:24 AM
    Network/Virtualization Security: Weird Scenes Inside the Gold Mine [view article]
    Now Greg, that was much better. Thank you. Look forward to future reports. Will check out archimedius.net. Tim Reply
  • commenter
    Jan 07 02:28 PM
    My Website
    Network/Virtualization Security: Weird Scenes Inside the Gold Mine [view article]
    Timmy: I have a 5 year old so let me give it a shot. With virtualization applications and operating systems are no longer coupled with hardware... they can move around from server to server, etc With mere mouse clicks). That enables a tremendous amount of flexibility, which enables substantial cost savings... because enterprises won't have to purchase more hardware (and space, electricity) than they need and they can make changes more easily.

    As enterprises move to these virtual data centers, their network hardware will have to adapt to this new, fluid world of change. Many of these network security solutions require custom hardware, so it may be difficult with them to keep up or be positioned in the right place to deliver equivalent protection.

    Securing a "fabric" of servers that can all communicate with each other (where the biggest savings of virtualization will be) is very different from inspecting traffic running between a dedicated pool of servers and the network or another pool.

    Netsec hardware vendors will not only have to tackle the problem of larger traffic spikes across a wider and more fluid environment, but will also have to keep up with heightened change. Those that require manual tuning/management will keep security pros even busier merely managing change.

    Then there is the question of where these devices will be inserted in the data center in order to be effective. Can VMs communicate with each other (be compromised) without a security appliance even knowing? Could copies of compromised servers then be made and moved for malicious purposes, behind or around security measures?

    VMW has introduced some dramatic new capabilities for managing data centers. If the security solutions can adapt and the security pros understand the security differences between the physical data center world and virtual, data center security will be improved by virtualization. Network security pros will enjoy many of the same benefits as the server ops teams (enhanced flexibility and performance). This depends on security solutions ability to be re-architected for these new demands and the success of some hot private companies in the virtsec space.

    I think I exceeded the vocab and comprehension of a typical 4 year old... but then I sensed that you were actually much older. SO I hope this explanation helps. You can get more info at archimedius.net.

    Thanks,
    Greg
    Reply
  • commenter
    Jan 06 07:30 AM
    Network/Virtualization Security: Weird Scenes Inside the Gold Mine [view article]
    Good article. Difficult to understand. Can you explain it to me like I'm four years old? I own both EMC and VMware. Reply
  • commenter
    Oct 01 06:28 AM
    Jim Cramer's Mad Money In-Depth Stock Picks, March 29 [view article]
    "Cramer gave an update on IPOs, saying he still likes BBND which he would buy it on any weakness.."

    Does now count as weakness (stock got slaughtered on a huge revenue miss)?
    Reply
  • commenter
    Mar 15 11:36 PM
    Tech IPOs Opening Much Too Aggressively [view article]
    And if BBND was so HOT, why was it not acquired all these years by giants likes CSCO or Nortel for whom $500-$700 million is pocket change. Reply
  • commenter
    Mar 15 11:32 PM
    Tech IPOs Opening Much Too Aggressively [view article]
    And to the list today's IPO BBND - at current $17.xx price, the market cap is now 1 billion+ and PE is astrnomically high @ 150+ . Talk about the year 2000 bubble.

    And I totally agree with Brian's comments above. People investing in this IPOs are just insanely crazy. They do not look at this numbers and are in a state of denial. Nor they look at the competition. For ex. our high-flier of the day BBND - its closest two competitors OpenTV (OPTV) and Terayon Communication Systems Inc. (Pink Sheets: TERN.PK) are both trading at $2.xx. They both provided equipments to Comcast and are being tested by Comcast for their new IPTV/VOD rollout. Why are they trading at this price if it is such a HOT market like BBND makes you believe.

    Seriously guys, take a look at both OPTV and TERN, their financials and their website, their technology and products, they all look as good.

    So please do not bet and dream that BBND will be your retirement nest egg.
    Reply
  • commenter
    Mar 15 10:28 AM
    My Website
    Tech IPOs Opening Much Too Aggressively [view article]
    Investors are desperate to find a new place to put their high-yield high-risk money. This reflects the lack of business development in America, where investors fight to dump their money in the next big thing. Reply
  • This Week's IPOs: Sourcefire, Xinhua Finance Media Ltd. [view article]
    We just posted a separate post on Clearwire here: wireless.seekingalpha.... Reply
  • commenter
    Mar 04 10:25 AM
    My Website
    This Week's IPOs: Sourcefire, Xinhua Finance Media Ltd. [view article]
    What about clearwire? Any news? Reply