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Strategies & Market Trends : The New Economy and its Winners

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To: Doren who wrote (57343)6/19/2015 2:15:55 AM
From: Doren   of 57684
 
There are dozens of network security companies popping up. No doubt there is going to be consolidation, mergers and acquisitions in the market. Truthfully though I have no idea how to pick or who or how to pick winners in that space.

I started a thread on it... got a little busy with work... I mean't to buy in but never made the plunge. Missed making a lot on FEYE. I almost bought in at 35 and got cold feet because they are not making any money yet. Oh well you can't catch every one.

Glenn Petersen just posted half a dozen companies ready to IPO.

Subject 59558

Kaspersky just got hacked, according to a client I just worked for who is a Qualcomm systems guy it was a DDoS attack but none the less that just shows this is going to get desperate. Its going to take the best of the best minds out there to win against the attackers. So I think consolidation is inevitable.

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