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tokyogai
User Rank
Platinum
Re: Growth
tokyogai   7/31/2012 5:31:13 PM
NO RATINGS
My only issue with Palo Alto networks is the current price.They willalmost certainly be successful.

 

TelecomFreq
User Rank
Platinum
Growth
TelecomFreq   7/31/2012 1:01:50 PM
NO RATINGS
Network security really is a fast growing sector, I think a company with a strong showing like this will be in a good postion for growth over the next few years.

tokyogai
User Rank
Platinum
Both Interesting plays
tokyogai   7/31/2012 9:39:35 AM
NO RATINGS
The whole area of internet security is a very interesting segment of the market. The US government seems close to setting some security standards and many recent events have made the private sector take notice of the consequences of security breaches. These cause customer issues, cost a lot to fix and can deter new customers. I also think Palo Alto networks is a bit pricy given their growth and profit prospects. Fortinet is a rwally good play and as you say, it is relatively cheap. They are much more imbeded in the carrier space, but they also have a good offering for SMEs. I expect to see a lot of action in interent security in the coming months.

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