Emerging Internet Security Play

I know I wished I had bought in early on the internet security plays. Companies like Palto Alto Networks (PANW), Fireye (FEYE), Splunk SPLK have did really well but are now nose bleeds.

If you seen my post about the podcast I recommended one called Estimize. Well in last weeks podcast they mentioned a company called Gigamon. They sell visibility systems that lets enterprise and government view their internet traffic on their networks.

Funny thing happened is that with internet security becoming red hot Palto Networks, Fireye and Splunk in the second part of last year started partnering up with Gigamon. Now it’s being thought of like a internet security play. They reported 40 percent revenue growth and is up over 20 percent today.

I bought some shares today but wanted to get the boards thoughts on the numbers. Check the website, they have a brief video on how there system works. Market cap is less than a billion still and I’m pretty excited about it’s prospects kind of like Skyworks.