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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (56613)	2/22/2014 6:44:25 PM
From: Doren	Read Replies (1) of 57684

Great companies. I've shied away from them because... how can you rate one competitor against another unless you have an inside view? The field is so complex and changing and opaque to people who don't use or see the software its hard to keep up. I'm not dumb about computers. One of my best friends is a great programmer who goes back to the early days of Norton Software, and I was a recruiter in the data field for some time. Right at the time that corporations were transitioning to client/server Powerbuilder/Oracle. I saw a lot of old tech eat it during that time. Like PANW and FEYE. I was looking into security companies a couple of years ago. No way I could have predicted winners or losers. FTNT - still around haven't had a good two years BCSI - WAN and Internet security disappeared ARST - smart grid security disappeared FIRE - Sourcefire bought by Cisco FTNT - Firewall intrusion monitoring - gone nowhere data FFIV - cloud app efficiency - not much SFSF - cloud execution efficiency ATHN - Cloud medical records - done pretty well

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