Richard Williams, an analyst with Summit Research Partners, told Benzinga that it wouldn’t surprise him if both International Business Machines Corp. IBM and Oracle Corporation ORCL are interested in FireEye Inc FEYE.
“The bottom line is, FireEye has got the best technology, and the rivals can’t compete,” he said.
Williams explained that the real question is whether or not FireEye would want to sell.
To Williams, the only thing that would make FireEye sell is if the company loses the tremendous advantage it has in the cybersecurity field, whether by other technological advancements or maket place movements.
“Short of that, whwy would you give up a pure play with a huge technology lead in a marketplace that’s crying out for security?” he asked.
© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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