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[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation

Every few years, I parachute into the cybersecurity space and conclude my tour bewildered by the expanse of technology and reminded of familiar plotlines.  There are new focal points and different players occupying the Magic Quadrant, but the basic script remains the same, with analysts and management teams touting arcane feature advantages, speculating on impending [...]
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[WK – Workiva] From Point Solution to Platform

Posted By scuttleblurb On In [WK] Workiva | Comments Disabled
Pat Dorsey, founder of Dorsey Asset Management and formerly Director of Equity Research at Morningstar, recently pitched Workiva on the Invest Like the Best podcast (I have transcribed Dorsey’s remarks about WK in today’s Podcast Blurbs).  At a high level: “And what they did is create a product that lets companies do SEC filings much [...]
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[RHT – Red Hat] On A Bridge Between Clouds

Posted By scuttleblurb On In [RHT] Red Hat | Comments Disabled
Let’s take it back to ’69.  The Unix operating system was just conceived under Bell Laboratories, the vaunted research joint venture of AT&T and Western Electric.  Protected by the strictures of a consent decree from 1956, which prevented its parent AT&T from commercializing technology that wasn’t related to telephony, Unix thrived as an open research [...]
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[MSFT – Microsoft] Death Star, Reformed

Posted By scuttleblurb On In [AMZN] Amazon,[GOOGL] Alphabet,[MSFT] Microsoft | Comments Disabled
There’s a good reason why Microsoft was dubbed the Death Star by many fearful detractors during the on-premise era: its OS/application stack, with 90%+ desktop share, was an impermeable force that whipped the surrounding computing galaxy into submission.  Given Window’s ubiquity, value added resellers and systems integrators optimized their resources and relationships by supporting Windows [...]
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