Technology Stocks
Network Security
An SI Board Since December 2014
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Emcee:  Doren Type:  Moderated
Network brake ins this year at Target, HomeDepot, CitiBank and Sony have highlighted intense need for more effective security walls. Sony hired FireEye (FEYE) today which gained 9% on the initial news although over the last year Check Point (CHKP) and Palo Alto Networks (PANW) have gained considerably more.

Out of work programmers in countries like Russia have considerable expertise and due to their economy have a lot more time on their hands. They can make a lot more money designing viruses and finding weak points in network security than they can in legitimate programming jobs. For that matter even in countries with healthy markets for engineers the money is enticing. The fact that government are now actively trying to break into networks or install viruses ups the ante.

Obviously there is going to be a lot of money pouring into the technology. For average investors though, understanding which companies have a technological or management advantage is tough. Hopefully we can collectively gather information about these companies, and get some advice from investors with more technical knowledge about these businesses and how they work.

Current stats so we can compare over then coming years:

FEYE 32.96 P/E = NA Mkt Cap 4.99B Milpitas, CA
CHKP 78.54 P/E = 22.87 Mkt Cap 14.71B Tel Aviv, Israel
PANW 124.66 P/E = NA Mkt Cap 10.01B Santa Clara, CA

CYBR 42.18 P/E = 221 Mkt Cap 365.19M Petach Tikva, Israel
QLYS 39.98 P/E = 307.54 Mkt Cap 1.33B Redwood City, CA Cloud Security
VDSI 29.17 P/E = 32.82 Mkt Cap 1.15B Oakbrook Terrace, IL (OTC NasdaqCM) Authentication
IMPV 52.19 P/E= NA Mkt Cap 1.39B Redwood Shores, CA

HACK 27.35 PureFunds ISE Cyber Security ETF

Thread is moderated, lightly I hope, personal attacks or politics not on topic will be met with one warning, multiple offenders will be banned.
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ReplyMessage PreviewFromRecsPosted
73Cisco, Palo Alto, Symantec Gear Up For Cloud Cybersecurity Shift investors.comJakeStraw-January 19
72CyberArk Software Ltd. was upgraded by analysts at Imperial Capital from an &quoJakeStraw-11/7/2016
71CyberArk Announces Strong Third Quarter 2016 Results “CyberArJakeStraw-11/3/2016
70Security-Software Picks for the Rest of 2016 CyberArk Software, Fortinet, Palo AJakeStraw-9/13/2016
69Intel weighs sale of cyber security business Hannah Kuchler in San Francisco anGlenn Petersen-6/27/2016
68Blue Coat's planned IPO is off the table as the company is being acquired: Glenn Petersen-6/12/2016
67Message 30613659The Ox-6/9/2016
66Blue Coat Systems, which went private in December 2011 and was acquired by Bain Glenn Petersen-6/6/2016
65SEC says cyber security biggest risk to financial system By Lisa Lambert and Glenn Petersen-5/23/2016
64New Imperva Camouflage Data Masking Reduces Risk of Sensitive Data Theft and NonJakeStraw-5/17/2016
63FireEye Names Mandia as CEO; Its Loss Widens Revenue is at low end of its expecGlenn Petersen-5/6/2016
62Hackers’ $81 Million Sneak Attack on World Banking By MICHAEL CORKERY New YoGlenn Petersen-5/2/2016
61Bangladesh Bank exposed to hackers by cheap switches, no firewall: police DHAKAGlenn Petersen-4/22/2016
60Inside the Cunning, Unprecedented Hack of Ukraine’s Power Grid Author: Kim ZettGlenn Petersen13/5/2016
59Edited Transcript of CYBR earnings conference call or presentation finance.yahooJakeStraw-11/10/2015
58FEYE, PANW, CYBR - to name a few - getting crushed today...JakeStraw-10/21/2015
57Russian Hackers Infiltrate Dow Jones Servers Walter Russell Mead & Staff ThGlenn Petersen110/17/2015
56CyberArk: Unique Niche in Hot Sector moneyshow.comJakeStraw-10/16/2015
55Dell Files Confidentially for IPO of Cybersecurity Unit SecureWorks SecureWorksGlenn Petersen-10/10/2015
54Intelligence Start-Up Goes Behind Enemy Lines to Get Ahead of Hackers By NICGlenn Petersen-9/26/2015
53U.S. and China Seek Arms Deal for Cyberspace By DAVID E. SANGER New York TimesGlenn Petersen19/19/2015
52darkreading.comSr K-9/13/2015
51CVS Health's photo service, UCLA Health get hacked reuters.comDoren-7/17/2015
50RPD Rapid 7 up 58% today...Doren-7/17/2015
49U.S. Power Grid Being Hit With ‘Increasing’ Hacking Attacks, Government Warns PGlenn Petersen-6/24/2015
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