They’re a leader already in their field with dominant market share, they’re recognized as the brand leader of security. Combine that with what I believe is one of the best distribution networks across the globe...

I think that with a very soft July and August in Europe, combined with customers sitting on their hands for the next quarter, there’s just no way CA can get to the growth rates that...

This offering gives ISS a more predictable revenue stream, which is important in today’s volatile market.

Check Point is highly profitable, which is good in this kind of market, and they’re only getting more profitable, so they can’t really invest in their business at levels that keep up with the revenue...

I wouldn’t go as far as saying anyone has been negligent. I think the major sites that were attacked were well aware of the risks, [but] what we have seen is that most of these...

The security companies and hackers play a continued game of cat and mouse. The security companies set up the trap, and the hackers disengage it. That’s why it’s important to own shares of these companies....

This is one of the most visible revenue models of any company you’ll find out there.