Although you wouldn't necessarily always know it by the growth rates at leading enterprise security vendors like Check Point (Nasdaq:CHKP) and Cisco (Nasdaq:CSCO), security has been one of the better markets in enterprise IT. So the real question in the wake of Fortinet's (Nasdaq:FTNT) warning on first quarter results is whether this is company-specific, market-specific, or a more widespread problem within the security sector.
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http://www.investopedia.com/stock-analysis/041113/fortinet-stumbles-making-tech-investors-very-insecure-ftnt-chkp-csco-panw.aspx
Investopedia: Fortinet Stumbles, Making Tech Investors Very Insecure
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