Breaches and Headlines Bring Attention to the Cybersecurity Sector, and Investors Take Notice: Expert Analyst Jonathan Ho Shares His Outlook on the Space with The Wall Street Transcript

Wall Street Transcript

67 WALL STREET, New York - May 13, 2013 - The Wall Street Transcript has just published its Internet Services Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs and Equity Analysts. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Increased Mobile Content Traffic - Chinese Online Monetization Trends - Internet Infrastructure and Services Consolidation - Social Networking Economics -

Companies include: Cisco Systems, Inc. (CSCO), Juniper Networks, Inc. (JNPR), Sourcefire, Inc. (FIRE), FLIR Systems Inc. (FLIR) and many more.

In the following excerpt from the Internet Services Report, an expert analyst discusses the outlook for the sector for investors:

TWST: When we look at the data center vertical in terms of government, which companies from your group do you think have the best exposure to those markets?

Mr. Ho: There are two companies that I think really will benefit from this transition. One is a company called Imperva (IMPV). They are a relatively new company that just came public a few years ago, and what their technology focuses on is protecting against attacks that happen to databases and to websites. Their technology is really core in terms of protecting the data center from targeted attacks that focus on applications and databases, which is where most of the important data is stored.

From my perspective, this will be an important area just because traditional investments in more networking infrastructure are not going to protect at the application level, and Imperva technology really helps to secure some of the mechanisms that the hackers are using today to breach corporate networks or to potentially gain access to information that they just didn't have.

And then Fortinet (FTNT), that's a company that has a very strong product offering at the high end of the market that's supplying both to managed securities service providers, which typically have their own large data centers and also sell relatively high throughput access that also help to secure data centers as well.

TWST: You have "outperform" ratings on most of your stocks, so we can assume your view is generally positive. What is your advice to investors on how to play this sector in 2013, and which names can you recommend as best bets?

Mr. Ho: So I would say that cybersecurity as a theme has become much more broadly recognized in the investment community, as the number of breaches and the number of headlines that have been published have brought broad attention to the sector...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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