Sunday, August 3, 2014

Cybersecurity: Hard to find 'pure plays'. China: Hard to find 'fair play'!!

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Best, Ed
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Cybersecurity is one of our key global-macro thematic value opportunites.  Trying to find companies purely focused on this business is tough, as many have been swallowed up by larger, multi-product tech firms.
Symantec (SYMC) is a company we've had on our radar under the spotlight for a while.  This past weekend, China announced, reportedly, that for State procurement programs, Symantec (and Kaspersky) would not be included!  Take a look at the Reuters' article.  So SYMC might qualify for a 'pure play', but with China, it's facing challenges on 'fair play'.
We're going to watch closely how this news impacts the stock.
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