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Research and Markets: Global Managed Security Services Market 2015-2020 - Market is expected to reach $29.9 billion by 2020
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Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.
We think the market is overly concerned about the competition.
With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.
M&A activity contributes to surge.