$PANW has been getting slammed because a couple of “Cyber” stocks have posted lame numbers and forward looking statements. don’t get confused here, Palo Alto is the real deal. Firewalls are necessary to keep out the “bad guys” the problem with them is they slow data speeds to a crawl. $PANW is the alpha dog when it comes to keeping out the hacks and not killing network speeds. The reason, their CTO, Nir Zuk is the best in the field. He started at Checkpoint, moved to Juniper and finally had to found his own company to get a platform that worked. Cisco talks the talk but they are not even a close second. Company reports on the 23rd of this month, they will kick ass as usual.
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Am I the only one who gives 0 shits about FEYE when there’s a better, faster growing, cyber security stock out there by the name of Gigamon? GIMO is a way better buy if you’re a HACK’er fan