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Strategies & Market Trends : The New Economy and its Winners

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Glenn Petersen

Kirk ©

To: Doren who wrote (57235)	12/11/2014 4:15:07 PM
From: Doren	2 Recommendations Read Replies (2) of 57684

Would anyone be interested? I'm thinking about starting a forum on tech security firms. The tech is so hard to understand for average people it seems like a forum to sort them out might be profitable. The following companies aren't huge and have kicked ass on FEYE. This company actually has a reasonable P/E of 22.63!!! And a Market Cap of 14 billion. Not too big to grow? Based in Israel there is some danger, not much I think but some. Palo Alto Networks, Inc. (PANW) has been even stronger. However no profits yet. Market cap of 9.58 billion. FEYE is virtually flat with no profits. Perhaps though a buyout or merger candidate at 4.43 billion? They all compete with much larger but probably not as nimble or dedicated companies like Cisco or Juniper. Lovely Yahoo "upgraded" charts... sheech... now that's a company to short I think. All the exuberance of Ms. Mayer is turning sour after the initial upsurge.

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