No. of Recommendations: 10

Here is what Palo Alto has done since 2016 in marketshare. They’ve upped Arista and may be the market leader by now as that is a 2018 chart.

This is what Palo Alto has done without Cisco suffering much or at all from an innovator’s dilemma.

Zscaler is bringing something obviously more disruptive and this risky as well. Will all cloud security become the technology standard as NGFW did? 9 years ago NGFW was a small, barely known niche.

I don’t know but that is the reason to invest in Zscaler. It may hit or it may miss. But it is truly a disruptive enterprise as (Zscaler’s CEO likes this analogy, and it actually is very analogous without being hyperbole) as Sales
Force disrupted the entire CRM market despite the incumbents, like Siebel who was dominant and then hit a Sales Force wall,
putting out hybrid cloud solutions for their customers to keep them from switching.

It may not work out that way on this market but it is easy to see how it might.

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