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  • Don't Fiddle While FireEye Burns... [View article]

    My reading of the target issue from several articles is that it did notify of the issue and in plenty of time to address the issue prior to any data loss.

    Having worked in this field for major processing companies the issue was a lack of an incident response plan. Technology alone cannot prevent these types of issues. From the CISSP book of knowledge "access controls" a technical control "logical" are only one type of control. Its why we practice defense in depth.

    I have used PANW, tipping point and other solutions at the end of the day a strong incident response plan is necessary. I looked at the FEYE IPO and was recently at the Reston VA office. I agree with you on the valuation, when speaking to PANW don't forget the Juniper litigation issues as well.
    Mar 25, 2014. 03:30 AM | 1 Like Like |Link to Comment
  • Why Nimble Storage Is Growing So Rapidly - A View From The Trenches [View article]
    Great article I was an early adopter several years ago after I did a cost pr gigabyte and cost per IO.

    I was able to get a demo array to validate a legacy app that required 26,000 iops. Was able to get the performance at a third of the price with Nimble in a fraction of the space. While it doesn't do deduplication I see 50% compression.
    Waited patiently for the IPO as my experience with the product and their service convinced me they are the real deal. Very happy to get in at 29 a share
    Feb 4, 2014. 07:21 PM | Likes Like |Link to Comment
  • IPO Preview: Cypress Energy Partners LP [View article]
    I am not an MLP expert but was wondering if the reselling of the reclaimed oil in the process would allow an MLP classification. Not sure if this is covered or if there is a percentage of oil sale that is required for this. It also states they sell the SWD as a managed service for a fee.
    Jan 15, 2014. 08:09 PM | Likes Like |Link to Comment
  • Nokia Could Have An Additional $4.5 Billion Opportunity In Patent Licensing [View article]
    Great article. I was struggling with what to do with my position since it doubled. I also appreciate the comments on the monetization of the patent portfolio and the risks. I reread the commens and I think the author is conservative as well on 1% but even at 1% it is a hold for me.
    Dec 31, 2013. 12:02 PM | 2 Likes Like |Link to Comment
  • Veeva Systems: SaaS's Biggest Bubble And Tech's Best Short [View article]
    I am a relatively new to options trading but have been looking at it for the past year and the depth of this article and the attention to detail has me overcoming my fear as this looks like a good opportunity to try a short position.

    I want to thank you for your in depth analysis and in striping away the hype with a clear discussion on how this business model can sustain this valuation.
    Dec 4, 2013. 05:38 PM | Likes Like |Link to Comment