Clouds, Security and Analytics.
Clouds Leader: AMZN. It is too small to matter as much for IBM, MSFT and GOOGL. CRM is a solid player in SaaS.
Security Leader: PANW. FEYE, FTNT. Other players are either too old or too young.
Analytics Leaders: DATA, SPLK. Similarly, Other players are either too old or too young.
It was too bad that I sold PANW/FEYE too early.
企業IT三大增長點
牛經滄海 (2015-07-23 14:07:09) 評論 (0)Clouds, Security and Analytics.
Clouds Leader: AMZN. It is too small to matter as much for IBM, MSFT and GOOGL. CRM is a solid player in SaaS.
Security Leader: PANW. FEYE, FTNT. Other players are either too old or too young.
Analytics Leaders: DATA, SPLK. Similarly, Other players are either too old or too young.
It was too bad that I sold PANW/FEYE too early.