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Strategies & Market Trends : The New Economy and its Winners
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To: Doren who wrote (56745)3/13/2014 12:34:38 PM
From: Lizzie Tudor  Read Replies (1) of 57684
 
well what the FEYE CEO says in conf calls is that target had bought the FEYE platform but it was still on trial period. And according to the bloomberg article, Targets manager of their security room had left and they were looking for a replacement. So it just sounds like an opportunistic mgmt issue.

I have thought that the market is looking for an "IBM of Security", where nobody loses their job for choosing IBM - for this security area because this is something CEOs aren't going to have any insight into and yet, they risk getting thrown in front of congress for these security issues. So thats why I bought FEYE, thinking it is a marquis name in this. But I own enough now and looking for other investments at this point.
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