“The edge will eat the cloud.” Reading Fortinet’s last analyst day transcript/presentation and I liked this formulation. Might take a while though! Also they are the Apple of security. Integrated HW/SW, preference for internal dev, consistently shorted, stock only goes up ✔️
— Gavin Baker (@GavinSBaker) May 17, 2023
from Twitter https://twitter.com/GavinSBaker
May 17, 2023 at 08:59AM
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