News
Google News: VMware (VMW) Reports Solid Numbers But Visibility into Dim
[StreetInsider.com (subscription)] - While we did not find the in-line revenues and EPS beat inspiring, the license performance of $491m was near the high end of SeptQ license guidance $ m, and likely provided some relief," said analyst Scott Zeller. Zeller said the fact that new
Google News: Analysts Slash Price Target on Fortinet (FTNT) as Earnings Disappoint
[StreetInsider.com (subscription)] - "The Fortinet September quarter results were a disappointment," said analyst Scott Zeller. "It was well understood coming into earnings season that FTNT had difficult compares y/y for SeptQ and DecQ for billings growth." "However, the secular strength
Google News: Checkpoint (CHKP) Downgraded as Faces Competition from Palo Alto (PANW)
[StreetInsider.com (subscription)] - "It is important to note that while our field checks raised questions about the future, we did not hear of current difficulty in the field. In fact, we believe spending for CHKP and network security, overall, is solid," said analyst Scott Zeller. The
Google News: Sourcefire (FIRE) Should Perform Well Despite Loss of CEO - Analyst
[StreetInsider.com (subscription)] - "The positive preview for the quarter is likely a better than feared result, as we believe investors were cautious on FIRE's ability to close a big federal quarter, given the macro," said analyst Scott Zeller. "Our thesis on FIRE shares has been that
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