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The KEYW Holding Corporation Message Board

master_of_all_trades2000 2 posts  |  Last Activity: Mar 24, 2014 12:07 AM Member since: Oct 19, 2000
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  • Reply to

    Symantec: No Breakup or Private Equity

    by stock_market_surfer Mar 23, 2014 5:56 PM
    master_of_all_trades2000 master_of_all_trades2000 Mar 24, 2014 12:07 AM Flag

    Completely agree. There has been no real leadership here for years. Enrique was incompetent with no spine but wore nice cloths. Steve was a barking dog. Knew nothing about the business and focused all his time on cutting expenses and telling people they were not doing anything right- rather than motivating people to work above and beyond to make better products and disrupt the market. The company is a complete mess from years of idiocy and ignorance of the changing landscape.

    Sentiment: Strong Sell

  • Reply to

    Symantec: Company and stock broken

    by tech_stock_analyst Mar 20, 2014 5:03 PM
    master_of_all_trades2000 master_of_all_trades2000 Mar 20, 2014 10:36 PM Flag

    Posted this back on January 6th and it still rings true........................... SYMC has been in steep decline ever since the disastrous Veritas acquisition which destroyed the culture of the company beyond recognition and forcing the company to take the eye off of what was happening in the security market. Their cloud offering are mediocre, their attempts at network security have been mediocre. They have always been a file based security company focused on Microsoft endpoints. They have never really had a strong server based offering nor did they ever focus on network traffic or having a contextual understanding of the network behavior. If malicious code dropped on a desktop they stopped it and were one of the best. With Apple, mobile and cloud infrastructures the security world has changed significantly. The means by which one enters a/or transacts with corporate network/data has grown exponentially and SYMC has simply not kept pace. They don’t even do a good job spotting or stopping the new malware- lagging significantly behind other solutions. McAfee has done a better job (not great) in this area through acquisitions- it has a better story to tell its customers. Hence the reason that the next generation of innovative/disruptive security companies has emerged- PANW, FEYE/Mandiant, FIRE (acquired by Cisco) all trading at high multiples compared to the old guard. Current management is focused only on how to squeeze every penny out of the employees/organization but should focus on how to be an innovator/disrupter in the security market. The old SYMC wanted to change the world; the new one just wants to be efficient. Changing the world equals high multiples; Efficiency equals low multiples and slow growth. There are only a handful of people that have accomplished this in the security space- until they seek that kind of management-- SYMC will trade like a bond and die a slow death.

KEYW
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