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  • In new partnership, HBO gets to 'Sesame Street' first [View news story]
    Looking forward to the eventual tie-ins with HBO shows.

    Kermit's red wedding should make a good episode.
    Aug 13, 2015. 06:33 PM | 4 Likes Like |Link to Comment
  • Uber investing over $1B in China in 2015, seeing huge growth [View news story]
    Agreed. "Uper" will be the next big thing invented by china.

    Kind of like how the Xiaomi team was completely 'homespun' out of a factory that manufactured for Apple, and somehow ended up using 75% of Apple's IP.
    Jun 13, 2015. 10:00 AM | 1 Like Like |Link to Comment
  • What Is Hidden In Alibaba's Charm Offensive [View article]
    Jesus. Way off. Don't like AMA. Don't own AMA. Never have. You can verify my post history if youre this bored.

    It's ok. You don't need to attack me just because I'm not a BABA fanboy.
    Jun 11, 2015. 02:10 PM | 3 Likes Like |Link to Comment
  • What Is Hidden In Alibaba's Charm Offensive [View article]
    Dana > I'm sure you're well aware by now (from these message boards) that BABA investors tend to be emotionally driven. The type of investors that tie themselves to a company and take anything negative as a personal insult.

    Keep this in mind, and it could be a useful bit of knowledge down the road.
    Jun 11, 2015. 12:35 PM | 1 Like Like |Link to Comment
  • FireEye partners with Visa; shares rise [View news story]
    FireEye, with Mandiant, CheckPoint (joint venture), and Visa (joint venture) is uniquely positioned to be the definitive authority in cyber security threat analysis. They have access to data noone else can match.

    This will have huge implications for other industries.

    The insurance industry for example, will need advising and consulting in providing cyber policies. They do not have the expertise of Mandiant nor the sheer data of FireEye( via CheckPoint & Visa). I believe there will be a huge addressable market for FireEye to consult or even provide in the insurance Actuary field.
    Jun 3, 2015. 09:33 PM | 5 Likes Like |Link to Comment
  • FireEye up 4.1% on vague Cisco M&A rumor (updated) [View news story]
    We're in a perfect storm of a wheeling dealing CEO, leading technology, huge addressable market growth, cheap cheap cheap capital, and banksters throwing money at companies to make M&A deals.

    Considering the cyber security industry is growing at a nearly 30% clip and deep pocketed, legacy security vendors like Cisco, IBM, HP, Intel wallow in single digit growth, there WILL be a flurry of consolidation and M&A activity.
    May 13, 2015. 11:08 AM | 4 Likes Like |Link to Comment
  • Cisco Doubling Down On Calm [View article]

    I went back to check and stand corrected. Cisco is the #2 firewall brand being replaced by another vendor. But I swear I saw it being #1 replaced in another report. Part of it is just due to their huge install base. The other part is, frankly, inferior offerings.

    The info is straight from the Cisco summary of the latest Gartner report on Enterprise Firewalls:
    Gartner clients select Cisco firewall products more often when security offerings are added to a Cisco infrastructure, rather than when there is a shortlist with competing firewall appliances. In the survey sent to vendors, Cisco's product was the second most frequently listed as the one vendors claimed to replace the most; however, it was also listed this year as No. 2 in the vendor list of perceived competitive threats.

    Cisco's security console offerings consistently score low versus competitors in assessments conducted by Gartner clients. However, Gartner believes that moving completely to the Sourcefire FireSIGHT will bring improvements.

    Cisco scored lower than most competitors in a Gartner survey of users for overall client satisfaction.

    Cisco ASA has a firewall console integration of a local sandbox-based advanced targeted attack (ATA) cloud instance or appliance through Advanced Malware Protection (AMP); however, Gartner clients choose AMP not for its undifferentiated sandboxing capability, but for other ATA detection strengths. Cisco can improve its ATA-associated sandboxing if it integrates its 2014 acquisition of ThreatGRID
    May 5, 2015. 08:36 PM | Likes Like |Link to Comment
  • Cybersecurity stocks sell off after Qualys provides weak guidance [View news story]
    2nd Gen Cyber security market is mature enough to start separating the Contenders from the Pretenders.

    So far, by market share growth & revenue growth:
    Contenders: FEYE, PANW, CYBR, FTNT, VDSI, CKPT
    Pretenders: QLYS, CUDA, KEYW
    Legacy Players: IBM, Cisco, Intel, Symantec
    May 5, 2015. 11:05 AM | 1 Like Like |Link to Comment
  • Cisco Doubling Down On Calm [View article]
    "The landscape around security is shifting so fast... can a company this big dance quickly enough to keep its "integrated" solution in front of the exploding security challenges?"

    Take a look at Cisco's lagging security product growth rates with those of the "next gen" cyber security companies.

    Cisco products were installed in nearly every high profile breach in 2014. Home Depot, Target, Chase, etc. CTOs see this and are voting on the next gen security products with their dollars.

    And Cisco is being left behind. In 2014, Cisco was the NUMBER ONE brand of security products being replaced by CTOs in favor of next gen vendors like PANW, FEYE, FTNT, CheckPoint.

    Cisco would do well to buy out one of these smaller competitors.
    May 5, 2015. 10:55 AM | 2 Likes Like |Link to Comment
  • Cloud Users Seek Niches, Including IBM [View article]
    I agree that the cloud "infrastructure" business is too crowded, and IBM needs to find a focused niche to profit.

    The niche IBM should look into is cloud based cyber security. High margins. Infant stage industry. Huge addressable market growth.

    Lots of consolidation will need to happen in next gen cyber security. Hot players like FEYE, PANW, VDSI are ripe to be taken over. A big player like IBM or Cisco will try to consolidate if others don't.
    May 5, 2015. 10:39 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Not Your Mother's Device Company Any Longer [View article]
    > The stakes are in the ground but there are so many parts that no one can claim any sort of leader position.

    That's because the market is 5 to 10 years away from being mature enough to sustain profit.

    Now. As you said. Lots of big players claim leadership. But the truth is, it will take hundreds of millions in development and failed products before anyone starts making money.

    Cisco, IBM, Microsoft, Seimens all have billions in their war chest to burn on IoT.

    BBRY does not have that luxury, and needs a profitable product in 1-2 years, not 5-10.
    May 2, 2015. 12:27 PM | 11 Likes Like |Link to Comment
  • BlackBerry: Not Your Mother's Device Company Any Longer [View article]
    1) Seems like a plausible story on the surface. Logistics companies can currently do all those things you listed, but with the possibility of BBRY doing it just a little bit faster. And understanding the thin margins of logistics services, would it justify the cost?

    2) I've seen other application suites that already automate logistics, especially JIT ops. What makes BBRY's offering better? Has BBRY deployed this service for a customer yet? Have they proven the concept on a operational and cost basis?

    Seems like we're reaching too hard to find markets for BBRY that are years away, and outside of their core competency.
    May 2, 2015. 09:52 AM | 13 Likes Like |Link to Comment
  • LinkedIn beats estimates, but provides soft guidance; shares plunge [View news story]
    Only cyber security sector is consistently beating earnings. Correct me if I'm wrong, but I believe every single cyber security company reporting beat this quarter.
    Apr 30, 2015. 05:35 PM | Likes Like |Link to Comment
  • 4 Reasons Why FireEye Is My Top Pick In The Cybersecurity Space [View article]
    Mark McLaughlin - Palo Alto Network CEO on FireEye - 3/2/2015 PANW Earnings Call:

    "Everybody in the market from a network security perspective has some sort of APT offering in the space today. But from who we see in the market, we primarily see FireEye in the market."

    APT = Advanced Persistent Threat; loosely defined as any security threat that has been active on the host for longer than 60 days. Essentially, every breach in the past year has been an APT: Home Depot, Target, Sony, etc. have all been APTs.
    Mar 12, 2015. 02:54 PM | 7 Likes Like |Link to Comment
  • Palo Alto Networks: Well-Positioned In A Promising Industry [View article]
    Like both PANW long term & the industry.

    But PANW is trading like the blue chip of the young sector. Trading at nearly 20x forward sales, 3.7 PEG ratio, and at 52 week highs is a little too rich for me.

    There are better valued companies in the Cyber Security sector.
    Mar 12, 2015. 12:23 PM | Likes Like |Link to Comment