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Strategies & Market Trends : The New Economy and its Winners
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To: Doren who wrote (56774)3/18/2014 2:47:19 PM
From: Lizzie Tudor   of 57684
 
at this point FEYE is the brand name in security with the businessweek article and all the target press.

For example articles like this are popping up, this is actually an IBM reseller presentation that had nothing whatsoever to do with FEYE,
. "There is a lot of FUD out there right now with Target and FireEye and a constant trickle of Edward Snowden document leaks. IBM, like any company, needs to go on the record and be definitive."
crn.com

And then this POV, which is what I expected early on when these intrusions first started gaining momentum.
No one gets fired by buying IBM. Technologists used to say this phrase in the '80s for mentally justifying the premium they paid for expensive hardware. Now, 25 years later, the same could be said for FireEye (NASDAQ: FEYE).
http://www.fool.com/investing/general/2014/03/17/is-fireeye-a-must-have-for-cios.aspx



FEYE has the top nextgen security platform now, maybe it won't forever (in fact there is a startup by the same backers name Shapeshift that is generating interest)- but it doesn't really matter- feye will just acquire those new technologies if need be.


But what about the stock, which is all we care about. The secondary was large and some of the VCs sold so the float is now 22mm shares vs the 14mm originally. The lockup is tomorrow which I expect to be a non event due to the secondary selling already, but you never really know. Valuation is high and mkt cap 11 billion, I think should get to 20 billion in the shorter term (12 mos). I look at WDAY as cloud bellwether and think FEYE should obtain the same mkt cap, all a question of when.
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