[talk] talk Digest, Vol 172, Issue 19

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Isaac: https://www.investopedia.com/news/palo-alto-networks-stock-breaks-out-alltime-high/?utm_source=personalized&utm_campaign=www.investopedia.com&utm_term=13425739&utm_medium=email

Bill - manager
w: traderbrokerage.com
e: bill at traderbrokerage.com



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> On May 30, 2018, at 12:00 PM, talk-request at lists.nycbug.org wrote:
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> Today's Topics:
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>   1. Re: So Netgate bails on FreeBSD (Izaac)
> 
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> ----------------------------------------------------------------------
> 
> Message: 1
> Date: Wed, 30 May 2018 11:44:05 -0400
> From: Izaac <izaac at setec.org>
> To: NYCBUG Talk <talk at lists.nycbug.org>
> Subject: Re: [talk] So Netgate bails on FreeBSD
> Message-ID: <20180530T142533Z at localhost>
> Content-Type: text/plain; charset=utf-8
> 
>> On Sat, May 26, 2018 at 05:19:41PM +0000, Mark Saad wrote:
>> I think I?ll stop there, except to note to Izaac, we get calls from
>> PAN customers all the time.  pfSense can?t line up against PAN.  This
>> can.
> 
> I just shit-canned eight PANs and replaced them with pfSense on some
> ancient Dell R210s the other week.  I investigated what it would cost
> out-of-pocket to have a) them shredded and b) the remnants shipped to
> our rep.  I still may.
> 
> It felt really, really good.  And performance is better in nearly every
> respect.  The only issue is "selling" the idea to the our paranoid
> customers who associate the Palo Alto name with some fantasy of
> excellence.  So far, it's been effective to list the suite of packages,
> e.g. Suricata, and impress them with the sheer weight of text on
> multiple lines.
> 
> And this is the real problem.  It's not about the technology.  It's
> about perception and market inertia.
> 
> You've 100% done the right thing in coming out with a completely
> detached product marketed at the space.  There's no way pfSense would be
> satisfactorily whacked into an "Enterprise" form to make those people
> happy.  "Based on the experience of developing" is about the most you
> can get out of it.
> 
> But this market has nothing to do with technology and everything to do
> with the promotion of irrational decisions.  The prey are executives who
> desperately want to spend money on a thing so as to give the appearance
> of having "done" something about it to their board.  The predators are
> experienced.  They understand how to cultivate fear and offer relief.
> They know how to weasel their products into positions from which they
> can sell additional services.  They know how to cultivate drones who
> constantly push the product into further integrations and refuse to
> consider leaving.  Textbook psychopathy in a sales force.
> 
> Just read the commanding tone of this communication I got from them a
> month ago:
> 
>   Date: Mon, 30 Apr 2018 21:54:41 +0000
>   From: XXXXXXXX XXXXXXXX <XXXXXXXX at paloaltonetworks.com>
>   Subject: Time to take a second look
> 
>   Hello,
> 
>   [You] previously evaluated Palo Alto Networks. Unfortunately, we
>   went our separate ways. Since then, we released new hardware at lower
>   prices and our new operating system with enhancements for cloud,
>   phishing attacks, and more. It is worth another conversation.
> 
>   Let?s do an overview next Thursday afternoon? Let me know what time
>   works best for you.
> 
>   XXXXXXXX XXXXXXXX | Business Development Representative, XXXXXXXX
>   XXXXXXXX XXXXXXXX | Palo Alto Networks
> 
> Re-read it with the words "hey baby" in front for amusement.
> 
> I'm happy that I don't think you can compete with them at that level.
> Be better.  I'd hope and expect that if you build your strategy around
> being a competent alternative, you may have some luck -- and I genuinely
> wish you guys luck.
> 
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> End of talk Digest, Vol 172, Issue 19
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