XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Yesterday

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:59 PM

Re: ZS Analyst Day

https://www.canalys.com/freereport/latest-free-report?id=146...

Here is what Palo Alto has done since 2016 in marketshare. They’ve upped Arista and may be the [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:20 PM

Re: ZS Analyst Day

https://www.srgresearch.com/articles/switch-router-revenues-...

I’m not assuming 85% market share or the like. What I [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 8:35 PM

Re: ZS Analyst Day

https://www.iboss.com/customers/

Here is their customer list. They do feature highly Melody Ford somewhere in California.

Sears is a customer...errr, was at this point. They do have [more]

Wed Sep 18

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 10:48 PM

Re: ZS Analyst Day

I agree, it needs to be seen. But that is growth investing. I went 50% into SHOP at one time and yet it was still to be seen if it would dominate. Always a risk/reward but sometimes you just know (and even those times, rare as they may seem, you will [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 10:02 PM

Re: ZS Analyst Day

Funny thing is, Zscaler hit my revenue number that I predicted last year at $305 million. For 2020 I have forecasted (to support my future expectations) they will do $450 million. They have guided for $405 million at the top of their guidance. They [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:25 AM

Re: ZS announcements

All I am saying is, the competition will catch up to this pretty quickly.

That is pretty much what they said about Palo Alto in 2010 as well. What was so special about what they were doing? To date, apparently quite a lot.

If [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:01 AM

Re: ZS announcements

Thanks Commway I will give it a listen the replay options were not available at Zscaler IR as of last night so this is a great link!

This is revealing. Office 365 requires a new type of security. Microsoft recommends Zscaler. If it was so [more]

Tue Sep 17

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 12:37 PM

Re: ZS announcements

Btw/ ran a detailed history of Palo Alto from 2010 forward. Was quite fun actually and very insightful. In comparison with Zscaler it is like de ja vu all over again on almost every talking point, both pro and con. One objective fact is that Palo [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 3:13 AM

Re: A reminder for those worried about valuation

I don’t know, Winston Churchill was such a bad student he basically nearly flunked out of school and his dad, who really had disdain for the boring and uncoordinated buffoon was sent to military academy instead of college as it better suited his [more]

Sun Sep 15

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 10:10 PM

Re: ESTC SaaS Growth to Overtake Atlas?

“Move the needle?” When Mongo’s Atlas was a mere baby bump and growing at 400% per year the stock started Shelton up and outperforming even a great performing market.

If Elastic Cloud accelerated to 3 figures and guidance remains positive [more]

Fri Sep 6

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:31 AM

Re: ZS update

AJ,

They do support that. As I said whopper from Palo. Read the link I posted a few posts ago about the one click set up option.

Zscaler is not a perfect solution. But it is the best solution for 365. Palo is literally trash [more]

Thu Sep 5

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:44 PM

Re: ZS update

Last comment on it. Palo’s
statement is an absolute lie. The recommendation only goes to bow to properly set up Zscaler with 365 if you are not using 365 through your browser.

One has to further wonder why Palo was intentionally this [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:38 PM

Re: ZS update

https://help.zscaler.com/zia/about-microsoft-one-click-optio...

Wrong link. Did not clear my cache. This is the correct link.

No, Microsoft is not [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:33 PM

Re: ZS update

Oh here we go, exact language Palo used today:

https://help.zscaler.com/zia/about-microsoft-one-click-optio...

And it does not say turn Zscaler off. [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:25 PM

Re: ZS update

Kingran, EXACTLY Zscaler uses proxies and Palo routers.

The lie is that Microsoft advises to turn Zscaler off when using 365. This derived from a more than 2 year old blog that does not mention Zscaler and only says “most” proxies. And yet [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 8:30 PM

Re: ZS update

Kingran, what Palo is selling is a hybrid product. The appliance less functionality only happens on the edge such as on SD-WAN installations where they would not use appliances anyways. Yes, in these greenfield opportunities they are competing. [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 4:16 PM

Re: ZS update

TJ,

Been spending the day crowdsourcing this issue with Palo and the conclusion (too long to get into all the details) is clear and blatant BS.

Palo is wrapping an acquisition they made into their architecture to be used where their [more]

Sun Sep 1

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 3:52 PM

Re: From the Dust bin - NTNX

THanks Aj. Some good points and productive honest exchange. We can’t say Nutanix won’t succeed or even if it is cheap now or not. The one thing we can say, and it is based on informed speculation (as we don’t have any real evidence now that it will [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 1:41 PM

Re: From the Dust bin - NTNX

That is the whole gist, the cost to sell their product never declines, never experienced leverage, and therefore like many internet companies before them go poof as there can be found no leverage in the business model.

That is not [more]

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