Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Doren who wrote (57343)	6/19/2015 2:15:55 AM
From: Doren	Respond to 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.