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.

Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.