No. of Recommendations: 24
Bought a bunch more ZS yesterday and today.

Still not cheap, but well off highs thanks to FUD and nothing else.

3 catalysts in front of stock now:

1. ER on Tuesday 9/10.
2. On 9/17 they will have analyst day onsite of their annual Zenith Live conf.
3. Likely new solution announcements coming from the Zenith Live conf.

They will have ample time to clap back at the FUD, likely in a high-road manner of a winner/leader, over the next 10 days or so as a result.

Not sure there was a need to bury this thread in tech nuances. They have giant clients - i know one personally - and if clients had real and pervasive issues w their solution you would hear about it.

Much like storage admins dont want to lose their jobs due to HCI displacing their traditional storage, or like ntwk admins may not like SDN implementations, the legacy security teams are friends of the PANW and CSCOs of the world and are threatened by the cloud-based security direction zscaler heralds.

Adapt or die in this new era of cloud and edge infrastructure being of greater strategic importance to all large orgs over traditional DCs. PANW knows this and is thrashing out.

I didnt need a crowd-sourced slack group to see this was just simple FUD.


Dreamer
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