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Old 06-09-2017, 04:29 PM   #2226
Malachii
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Re: Value Investing and Longer Term Investing

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Originally Posted by calmasahinducow View Post
It has to do with technological/security maturity. Lots of companies/government entities are not monitoring traffic properly due to difficulty, skills gaps, etc. This area will continue to grow just due to how immature it is.

Those that are already monitoring will transition to taps from span solutions due to ease and better performance.

I don't want to go too deep down the technical rabbit hole but that's the four sentence gist of it.
Gotcha. Are you familiar with Cisco's Stealthwatch? Any thoughts on how that technology compares vis a vis what Gigamon brings to the table? Just trying to evaluate how likely Cisco would be to acquire them. I think the deal would make a lot of sense for them if this technology adds something that they don't already have internally, but if Stealthwatch is just as good then maybe not so much. Thoughts?
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Old 06-09-2017, 09:45 PM   #2227
calmasahinducow
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Re: Value Investing and Longer Term Investing

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Originally Posted by Malachii View Post
Gotcha. Are you familiar with Cisco's Stealthwatch? Any thoughts on how that technology compares vis a vis what Gigamon brings to the table? Just trying to evaluate how likely Cisco would be to acquire them. I think the deal would make a lot of sense for them if this technology adds something that they don't already have internally, but if Stealthwatch is just as good then maybe not so much. Thoughts?
Stealthwatch is the flow portion of a SIEM; it's software. A Gigamon device (hardware) would feed traffic for Stealthwatch to do analysis on. It's exactly the sort of thing that would lend itself for vertical integration for Cisco.

The latest rumors are that HP is interested. Presumably, they would offer a bundled package along with its ArcSight appliances/software.
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Old 06-12-2017, 11:02 PM   #2228
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Re: Value Investing and Longer Term Investing

What is your opinion of Robotics & Artificial Intelligence ETF (https://www.globalxfunds.com/funds/botz/) (https://www.google.com/finance?q=BOTZ) Is this a no-brainer long-term investment?
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Old 06-13-2017, 07:39 AM   #2229
ahnuld
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Re: Value Investing and Longer Term Investing

I sold out my officedepo
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Old 06-13-2017, 03:15 PM   #2230
krunic
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Re: Value Investing and Longer Term Investing

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Originally Posted by AALegend View Post
What is your opinion of Robotics & Artificial Intelligence ETF (https://www.globalxfunds.com/funds/botz/) (https://www.google.com/finance?q=BOTZ) Is this a no-brainer long-term investment?
This ETF has a .68% expense ratio and 29 holdings. I can't understand why anyone would pay someone that much just to hold 29 different stocks for them. You could just buy the top 10 holdings and that would give you 65% of this ETF.
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Old 06-13-2017, 06:14 PM   #2231
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Re: Value Investing and Longer Term Investing

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This ETF has a .68% expense ratio and 29 holdings. I can't understand why anyone would pay someone that much just to hold 29 different stocks for them. You could just buy the top 10 holdings and that would give you 65% of this ETF.
Guess position size matters. My round trip on an ETF is $4.95. I think I'd need to own $15,000 of BOTZ before the expense ratio came to the same as the typical basket of 10 stocks (and that doesn't count rebalancing). So yeah over a certain position size I suppose it makes sense. It also requires you to do the right thing with those 10 holdings (the ETF is rebalancing for you after all)
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Old 06-14-2017, 01:12 AM   #2232
BrianTheMick2
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Re: Value Investing and Longer Term Investing

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Originally Posted by AALegend View Post
What is your opinion of Robotics & Artificial Intelligence ETF (https://www.globalxfunds.com/funds/botz/) (https://www.google.com/finance?q=BOTZ) Is this a no-brainer long-term investment?
If equivalent ETFs were available during the rise of automobiles (or airplanes or computers) how well would it have done given that most players went bankrupt?
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Old 06-14-2017, 08:00 PM   #2233
Malachii
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Re: Value Investing and Longer Term Investing

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Originally Posted by calmasahinducow View Post
Stealthwatch is the flow portion of a SIEM; it's software. A Gigamon device (hardware) would feed traffic for Stealthwatch to do analysis on. It's exactly the sort of thing that would lend itself for vertical integration for Cisco.

The latest rumors are that HP is interested. Presumably, they would offer a bundled package along with its ArcSight appliances/software.
Thanks, that wasn't entirely clear from reading Cisco's webpage and like I said, I'm a complete layman in the area.

One more follow up question. I just saw this:http://crweworld.com/newsroom/prnews...9&filter=10284

I would think that having a traffic visibility solution that works directly with Amazon Web Services would be huge. Are there any other competitors with similar technology that you're aware of?
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Old 06-15-2017, 02:26 PM   #2234
mark "twang"
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Re: Value Investing and Longer Term Investing

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If equivalent ETFs were available during the rise of automobiles (or airplanes or computers) how well would it have done given that most players went bankrupt?
But you could have made bank if you sold out before the bubble collapsed.
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Old 06-16-2017, 01:08 PM   #2235
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Re: Value Investing and Longer Term Investing

NVTR at $13 just BEASTING

Only have 1/3 position left and have remorse!
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Old 06-19-2017, 08:57 PM   #2236
ibavly
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Re: Value Investing and Longer Term Investing

Just came to post about it. Still have my whole position, but starting to consider getting out. What exit points do people here have (if anyone else owns it)?
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Old 06-19-2017, 09:14 PM   #2237
calmasahinducow
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Re: Value Investing and Longer Term Investing

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Originally Posted by Malachii View Post
Thanks, that wasn't entirely clear from reading Cisco's webpage and like I said, I'm a complete layman in the area.

One more follow up question. I just saw this:http://crweworld.com/newsroom/prnews...9&filter=10284

I would think that having a traffic visibility solution that works directly with Amazon Web Services would be huge. Are there any other competitors with similar technology that you're aware of?
The physical infrastructure behind AWS is just a large data center and traffic still needs to be monitored for security and metrics. There's nothing inherently special about working with AWS in this case, just marketing . That being said, all the cloud service providers provide or will provide monitoring/security solutions just as AWS already provides a Web Application Firewall Service on demand (not to mention their Palo Alto images on demand).

Other competitors in the space are Netscout (product is not as mature) and Ixia, who acquired NetOptics and was itself acquired by Keysight recently. My company testdrove all three and found Gigamon to be the best solution (this was a couple years ago).
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