OKTA
Initial Thoughts: Okta
(Free) Fortinet: An Alternative Play On The SASE Narrative - ASIC Powers Multiple Catalysts, $200 Target Price
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Executive Summary
ASIC advancements, SD-WAN capabilities, impressive Fabric third-party ecosystem, and recent acquisitions to bolster automation, machine learning capabilities, and SASE, have all come together to form a very appealing approach to security that will support strong revenue growth in