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Scott Raynovich
User Rank
Blogger
Re: Sourcefire surges 12%
Scott Raynovich   5/1/2012 11:37:58 AM
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That is a serious move! Shares are on FIRE. (sorry)

TechStockProspector
User Rank
Platinum
Sourcefire surges 12%
TechStockProspector   5/1/2012 10:57:06 AM
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Sourcefire shares this morning are up more than 12%, hitting a new high at $57.95, following a strong Q1 report. Revenue rose 50% to $46.3 million (the consensus was $41.6 million) and EPS of 11 cents beat the consensus by three cents. Management lifted 2012 revenue growth guidance to 25% from 20% because of solid demand for the company's core intrusion prevention offerings and an improved outlook for the U.S. federal business. The new next-generation firewall should begin to contribute to revenue growth by the end of the year.

philtheinvestor
User Rank
Iron
Re: Security is a critical area
philtheinvestor   3/24/2012 11:52:12 AM
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Wow. That would be a huge deal if it ctually were to happen. Putting them on the map for the full enterprise stack in addition to point to point solutions for larger organizations and government. Imagine the entire datacenter with ONLY Dell equipment.

TechStockProspector
User Rank
Platinum
Re: Security is a critical area
TechStockProspector   3/23/2012 7:17:42 PM
NO RATINGS
@philtheinvestor: No prob. I think Dell will continue on the M&A path to build up its enterprise biz even more. There were recent rumors that Riverbed Technology (RVBD) might be on its radar screen. But that would be a large (and pricey) deal for Dell, so I don't put much faith in that chatter.

philtheinvestor
User Rank
Iron
Re: Security is a critical area
philtheinvestor   3/23/2012 7:09:04 PM
NO RATINGS
Thanks for the breakdown. There's the good 'ol 80/20 rule in effect. I figured it would be in that range.

TechStockProspector
User Rank
Platinum
Re: Security is a critical area
TechStockProspector   3/22/2012 9:21:08 PM
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Here's Dell's revenue breakdown by segment in the latest quarter:

*Large enterprise 31%

*SMB 25%

*Gov't 24%

*Consumer 20%

philtheinvestor
User Rank
Iron
Re: Security is a critical area
philtheinvestor   3/22/2012 8:58:45 PM
NO RATINGS
Wow, that's a big number. Is there a number on the percentage of enterprise/business to consumer sales on that projection?

Street Smart
User Rank
Platinum
Re: Good Move
Street Smart   3/20/2012 11:22:23 AM
NO RATINGS
Excellent point, @ProfR.  I'm reserving judgment because Dell didn't overpay, but nobody can accuse Dell of visionary strategy in recent years.  This COULD be a mis-step and Sonic Wall will be back on the auction block soon enough...

TelecomFreq
User Rank
Platinum
Re: Good Move
TelecomFreq   3/20/2012 9:03:15 AM
NO RATINGS
Very true ProfR, IT security in general requires a lot of training. My company actually has a whole department whos job is to manage our security infrastructor, and my understanding is most large companies are set up the same way.

ProfR
User Rank
Platinum
Re: Good Move
ProfR   3/20/2012 8:54:31 AM
NO RATINGS
Also, these security products require a different type of expertise to sell and support. You cannot have someone who knows how to sell a server begin selling security services without lots of training and a big change in how you operate.

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