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#1

Post by jotsick » Wed, May 22, 2024, 6:18 PM UTC

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#2

Post by jotsick » Wed, May 22, 2024, 6:18 PM UTC

[dead]

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#3

Post by polyan » Wed, May 22, 2024, 6:29 PM UTC

Put some fear in Palo Alto and Fortinet? btw, saw this earliler on twitter also. nvr a dull moment with hock tan

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#4

Post by jotsick » Wed, May 22, 2024, 6:31 PM UTC

polyan wrote: post #3

Put some fear in Palo Alto and Fortinet? btw, saw this earliler on twitter also. nvr a dull moment with hock tan

If it's Broadcom, it's positive for Palo and Fortinet. Look at other industries Broadcom has entered through acquisition, they come in and jack up the pricing.

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#5

Post by polyan » Wed, May 22, 2024, 6:36 PM UTC

jotsick wrote: post #4

polyan wrote: post #3

Put some fear in Palo Alto and Fortinet? btw, saw this earliler on twitter also. nvr a dull moment with hock tan

If it's Broadcom, it's positive for Palo and Fortinet. Look at other industries Broadcom has entered through acquisition, they come in and jack up the pricing.