Shmulik Shelach
Waze to go
Waze is a highly unusual exit for the Israeli tech industry, but it points to a new level of capabilities.
Only one way for Waze
Given the risks and the opportunities, a quick sale looks like an almost certain outcome.
Palo Alto challenges Check Point
Palo Alto Networks' edge is not just in its approach, which targets more sophisticated contemporary challenges, but also in its hardware.
"Check Point is over-conservative"
Merrill Lynch's Tal Liani sees network security company Check Point's problems as internal. Others see external threats. What's certain is that the market is changing.