2Semana·

Joining Palo Alto Networks

Hello everyone,


As mentioned in the previous post, I have decided to switch from $ANET (+0,36%) to $PANW (+0,28%) to reallocate.


Why?


$PANW (+0,28%) is one of the leading providers of cyber security solutions, with a particularly strong presence in the enterprise sector.


As an IT specialist, I see further strong expansion here with enterprise customers.

For SME customers, however, I have not yet seen a firewall due to the administration and costs :). $PANW (+0,28%) firewall yet :).


What do you think of $PANW (+0,28%) ?

18.08
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Comprado x5 em € 151,36
€ 756,80
9
8 Comentários

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I'm also invested.
How do you see the topic of cybersecurity in new sectors such as humanoid robots and autonomous driving, is there potential here for Palo Alto?
Why did you part with Arista, many even see it as the new Nvidia.
Was the valuation too high for you?
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@Tenbagger2024 That would also be an alternative to ANET 🙈
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@Tenbagger2024 Yes, the valuation is far too high for me at the moment, especially as I've never seen the products in use, I think $CSCO is much further ahead.

I will probably get back in, in the price range of 70€
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@gerry361 Do you work in IT otherwise quite difficult to see nhe Palo Firewall.
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@Roman_moed jo works in IT.
Still haven't seen a Palo, most of them are at enterprise customers...
But I've heard from colleagues that setting it up via the command line is fun :D
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But why not $FTNT if you may ask? Surely you've already seen them most everywhere
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@Soprano if they fix their VPN problems maybe worth considering.
But I think there are also better providers...
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Endian
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