摩根士丹利:软件网络安全CQ3预览–选择我们的位置更多(英)
Reseller checks and survey point to a healthy security demandenvironment & relatively defensible budgets. However, givenless certain macro & FX headwinds, we look to be moreselective into Q3 earnings. We see favorable setups for FTNT,TENB, CH