We should get some pin action on this interview. The one point made tonight which we already covered on this board many times is FEYE being the only security company certified by the gov't . So any company that has FEYE coverage cannot be sued for internet breaches. This item has to help FEYE stock price rise. Now with that said we might not see much on Friday in light of the long memorial weekend and Investors lightening up on holdings. We might get a gift if it comes down to add more.
Not clear why Morgan came out today with their call other to benefit themselves. If you would recall STX stated in their earnings call that cloud/enterprise improves the 2qtr that normally has a seasonal downturn for pc's. So Morgan's comment is really a nothing call and business as usual at stx. Hopefully investors wake up and take advantage of the fire sale and pick up some cheap stx stock. Still looks good for roi ,cash flow and dividend.
Latest comparison as of the end of Feb 2015
Price: To put it bluntly, SSDs are more expensive than HDDs in terms of dollar per GB. For the same capacity and form factor 1TB internal 2.5-inch drive, you'll pay about $60 to $75 for an HDD, but as of this writing, an SSD doubles that to $130 to $150. That translates into 7 cents per gigabyte for the HDD and 14 cents per gigabyte for the SSD. Since HDDs are older, more established technologies, they will remain less expensive for the near future. Those extra hundreds may push your system price over budget.
Sorry everything you said is false. Show the proof that SSD is cheaper. You must be a short. Your too obvious on this one.
"Now, Mel always kicks me underneath the table. Since it's my last one, we won't comment on rumors about acquisitions or not, but I wouldn't bet on the one that you heard today." Looking at this quote at face value you would say cut and dry won't happen. But what if Chambers is playing a game where negotations might be in the infant stage and is trying to get leverage. Maybe its the $ figure. He said he woudn't bet, he didn't say that they were not pursuing. But it was interesting that when they talked security they did talk about acquistions as part of the plan. Not certain if the other part of the rumor about Panw before ipo that Csco was trying to acquire is correct or not. But lets say that part was true then you would think PANW probably is not in the cards in light of current PANW value has increased 300% since IPO. So the net net I wouldn't say CSCO/FEYE deal is totally out of the picture but other major bidders are probably more likely.
The rumor today followed by Chambers comments is only the beginning in terms of FEYE being in the headlines. There will be more rumors to come as Feye continues to be the leading edge security company. Two words. Be flexible . You will make money with FEYE.
INteresting. Without going back in history to get the exact numbers I glanced at what PANW stock price was around the ipo time. Approx. $50 which would put the price around 4 billion market cap. Now they are around 12 billion market cap. So if they are looking at 9 billion doesn't seem like a stretch. Not certain what DeWilt values his company.
To add to your list Dewilt background. 4 years at mcafee then sold to INtel. PRIOR was with EMC for 4 years. HAd to have established ties with Cisco on that job. Note the 4 year trends. HMMM he's been with FEYE 4 years.
Disagree, I would rather hit a homerun than a single. Take the winnings and go on to the next company. A bird in hand worth two in the bush
Disagree with you. Not certain if it will be today's rumor or not but some large company with a huge salesforce already in place will swallow up FEYE. Take away the advertising costs and you will see a cash cow that is undervalued
Today's activity along with yesterday's activity showing positive signs . It would appear that the headwinds have stopped and we might start to see some tailwinds.
Not talking about current valuation but recent activity. 1. Ken L. has bought more SVVC for himself. 2. Ken buys back in on Solar City. One of his originals that he played well . 3. Sunpro was planning on an IPO but quiet on the front right now. 4. Quiet on Ken's largest holding that is in the medical arena. If his medical company starts talk about IPO along with the above activity we could get a breakout on SVVC. With or without a market correction in light of the current low valuation. Go SVVC
Interesting play. But i'm too conservative investor to do it myself. You could come away with a good reward. However if the market does correct 10% or more you might get called on your put action early in the summer. But I like your idea. Good luck
They did ok today. They held their ground. Actually peformed equal or better than the other security companies for today. Good sign. Just need to ride out the market.
Since Weds of last week momentum has shifted a little. Approx. Thurs. mid moring QLYS has leveled off some. Some of the other security companies that I follow have improved. Will need to watch closely next week. I'm sure QLYS can catch up quickly unless we get a major downturn. But the good news is security on the internet can go up even in a downturn market in light of the hacking. Good luck to all.