Nice review. I own PANW but I don't own S. I'm more interested in CRWD if I can get the right price at the right time. I do think S is an attractive takeover target but they've also been that for a long time so it might take a while for that to play out. That does seem to be the most likely outcome for this company. Good luck to S shareholders but I'm most likely sitting this one out.
Nice review. I own PANW but I don't own S. I'm more interested in CRWD if I can get the right price at the right time. I do think S is an attractive takeover target but they've also been that for a long time so it might take a while for that to play out. That does seem to be the most likely outcome for this company. Good luck to S shareholders but I'm most likely sitting this one out.
Great review!