XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Today

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XMFBreakerTinker posted to the New Paradigm Investing board. 0 minutes ago

Champion!

After weeks of hard choices and dissing Teladoc multiple times the favorite at the outset defeated a much larger upstart 56 to 53, Mongo defeats Square.

I think what it means is #1 Mongo is so small compared to its opportunity, and #2 we [more]

Yesterday

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XMFBreakerTinker replied to the New Paradigm Investing board. 4 hours ago

Re: Secure Browser Market

I believe it is the Frame produce for Nutanix. I do not understand its inherit advantage. I mean in general I do. Instead of running on a thin client, with all the complexity on the server (that creates high IT needs in the data center and often [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 4 hours ago

Secure Browser Market

https://www.transparencymarketresearch.com/remote-browser-ma...

Not sure how this impacts Zscaler, as it might, but it does impact Nutanix.

The [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 4 hours ago

Re: Justice Deep State

This attack by Fuma is utterly off target. My comment, unrefuted is the party, as happens in totalitarianism, is party over country, party over family, party over ethics, party over everything.

Democrats prosecute anyone who is not a [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 4:43 PM

Re: What Can We Learn From Pivotal?

Lesson? No one is always correct. Here, the CEO stated firmly to the world that new customer acquisition was their primary goal this year. As we do w all companies we follow, we had to watch to see if the thesis played out. It did not so out we got. [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 4:26 PM

Re: Justice Deep State

Fuma, unlike you provided evidence not conclusions. Have any facts? Silly little things otherwise your just name calling.

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 4:08 PM

Re: Poll: Championship Poll

Mongo has made a mid morning comeback, now up by 2. I will call it at midnight.

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 4:07 PM

Re: A few Zscaler tidbits

Oh yes, VMWare CIO or CEO, think it was the CEO gave a keynote as well as Zscaler is embedded in the cloud offering. Probably the same as w Nutanix butnhave not looked to confirm.

These are also huge growth markets the hyperexaling of data [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 3:57 PM

Re: A few Zscaler tidbits

Speaking of Microsoft, ZS is now built into 365. Cloud is just much more cost effective for Windows applications, as it is for most everything else, including security.

365 has a lot of momentum world wide. You notice that many of Zs’s [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 3:33 PM

Re: Justice Deep State

You know, just as the Democrats careless that they put a known domestic abuser as their #2 at the DNC, and voted him as their nominee for attorney general in Minnesota (his girlfriend talked to a counselor contemporaneous with the abuse, and the [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 3:13 PM

Re: A few Zscaler tidbits

Duma,

For the most part this is all greenfield for Zscaler, they are not overtly going after replacing security appliances, in addition the market is not only SWG, as an example SD-WAN, you can set up remote offices with SD-WAN without [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:57 PM

Re: A few Zscaler tidbits

The Gartner report, when we can read things into from the real world evidence we are seeing is turning out to be quite valuable, even though it is a year old now.

BlueCoat/Symantec, although they had excellent functionality for the most [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 2:11 PM

Turing VR Does quite well

https://uploadvr.com/rtx-2080-performance-benchmark/amp/

Good benchmark results here despite none being made to particularly work w the chip as of yet. Still, is quite [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 1:05 PM

A few Zscaler tidbits

Going through Gartner in more detail I found a few nuggets. One is that Barracuda has become a reseller of Zs and has given up on its own Secured Web Gateway.

Two there are zero non appliance competitors.

Three however is more [more]

Fri Sep 21

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XMFBreakerTinker posted to the New Paradigm Investing board. 8:49 PM

Deworsification

One last poll tonight, and then calling it until tomorrow's winning championship results.

I have found that in general, after listening and learning and dynamically continuing this process, what ends up working best is what I decide to [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 8:42 PM

LOL - Re Square

Square becomes a topic here and lo and behold, what banner ad do I get, Pay Pal! love it.

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:37 PM

Re: Proof Kavanaugh Political Stunt

Btw, this political stunt will denigrate any future real sexual assault that may occur because now the Left, after ignoring much more horrible claims from their own have personalized and politicized the entire process. Or shall we say, as has [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 8:35 PM

Proof Kavanaugh Political Stunt

The accuser (Ford) has (1) been given chance after chance after chance to testify. She has been given multiple dates to testify, and she has refused all of them except one day, and that is Thursday.

So what is so important about Thursday, if [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:22 PM

Re: Zuora?

jeepers, I guess I will type. Unlike the other companies we follow, including Pivotal, Zuo's low margin service revenues are more than half of their revenues and growing faster than their subscription revenues.

Thus, since only the [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 7:32 PM

Re: Zuora?

I concur there a little margin Service revenue is growing faster than your actual product revenue and they are way overvalued and the just legitimacy of the product is still to be determined and maybe wait to soon as Dumon, stated.

As [more]

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