企业IT三大增长点

Clouds, Security and Analytics.

Clouds Leader: AMZN. It is too small to matter as much for IBM, MSFT and GOOGL. CRM is a solid player in SaaS.

Security Leader: PANW. FEYE, FTNT. Other players are either too old or too young.

Analytics Leaders: DATA, SPLK. Similarly, Other players are either too old or too young.


It was too bad that I sold PANW/FEYE too early.