Stock is weak due to weak tech and weak F5/CTXS. I doubt there is another security OEM ahead. But they do need an Enterprise/Data center ADC OEM, something they have been working on for years. Not sure why that is taking so long. M&A is always possible but Checkpoint is not known for big deals, and with an OEM they can wait. Cisco is exiting ADC and for IBM ADC does not seem that critical. But agree this stock is worth more - organic or inorganic.