CRWD down today because

I was ready to buy CRWD today but with the sell off held off. Found this later - Merrill Lynch says VMwares deal to acquire Carbo Black could potentially be negative for CRWD.…


I’m trying to get a handle on if this is a material change in CRWD competition landscape, or a FUD opportunity (similar to MDB/AMZN incident)

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What is it about the deal that could be potentially negative for Crowdstrike? I’m not seeing any reason given for that opinion.

Shortly after blackberry acquired Cylsnce, Dell dropped their partnership with them and went with CrowdStrike. Dell tends to favor Companies in the Dell fold (majority owner of VMW). Now that VMW has its own endpoint security, they may be favored by Dell and this Crowdstrike partnership may go away.…