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.
Check out our chart!  And stay tuned for updates! (Visit all of our CHITS: Charts In The Spotlight at http://bit.ly/1rRGeUM )

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