Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to
CSCO
Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3)
Summary
* In Part 3 and the final part, we navigate the competitive
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)
Summary
* In Part 2 we discuss the implications for arbitrageurs and CSCO
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)
Summary
* SPLK, an old guard in the SIEM market, commands significant market