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Two Harbors Investment Corp. Message Board

chartupordown 2 posts  |  Last Activity: Aug 19, 2014 1:12 PM Member since: Jul 10, 2004
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  • chartupordown by chartupordown Aug 19, 2014 1:12 PM Flag

    Nobody could question the notion that currently Cybersecurity is in high demand and a priority of every CTO. The question in the investment world is which company has the best technology. Some say Palo Alto Networks is the leader, a firewall approach, others think Fireeye has advantages. Before we find the abolution answer for this question, the market concerns Fireeye’s over spending.
    But, I am looking at it a little differently. Currently, Palo Alto Networks has about 1.5k employees, but Fireeye has more than 2k. It told me the management is expecting it has more market potentials, has more room to grow. It shows the confidence.
    However, the CEO should listens to the market carefully, be more disciplined on spending and provide a clearer picture of the roadmap of growth. If you can’t convince the market, it’s difficult to believe you have a clear vision yourself.

  • chartupordown by chartupordown Aug 1, 2014 2:15 PM Flag

    So far several security companies all posted very good earnings. Hopefully, FEYE will be the same.

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