Mark Cash

Customers are hooked on cybersecurity vendors' lures.

We are maintaining our fair value estimate and view shares as slightly undervalued.

No details of the takeover offer were provided, and we are maintaining our fair value estimates for the firms.

We view shares as slightly undervalued but would wait for a better risk for reward entry point.

Investors have an opportunity to benefit from the rapid adoption of cloud-based resources.

We're positive on the acquisition and are maintaining our current fair value estimate on Cisco for now.

We believe Palo Alto Networks is an attractive investment in cybersecurity.

A strong brand and sticky services businesses combine to ward off competitive threats.

We are increasing our fair value estimate for the narrow-moat firm.

The narrow-moat firm showed strength across all business segments and provided strong guidance for next quarter.

We are encouraged by HP's execution and road map, but a highly competitive marketplace will cap long-term excess economic returns.

We don't think the firm's long-term growth strategy will adequately offset challenges within core business segments.

The narrow-moat firm's largest advantage may be its ability to sell an entire networking solution whereas competitors can only offer partial solutions.