Ann: Change in substantial holding, page-104

@2b2f,

typo.

LNG , MC = $2B.
..

Mkt size of cyber security = US$ 80B to 100 Billion (now),
increasing by 20B/yr to $155B in 5 years

Cisco has only 2% ($1.6 B) FY2014/5.

It's LT target is 40%.
Lets give it, realistically say 5% - 10%, in 5 years;
(Margin = 65%)
It is partnering Covata to achieve that.
Covata will get a small cut of Cisco 5-10% of mkt ($155B).

Again, all imo, and open to discussion & disagreement.
Best wishes.


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Cyber Security Market worth $155.74 Billion by 2019

www.marketsandmarkets.com › Press Releases

• The report “Cyber Security Market (IAM, Encryption, DLP, Risk and Compliance Management, IDS/IPS, UTM, Firewall, Antivirus/Antimalware, SVM/SIEM, ...
  
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• Cybersecurity Market Report - Cybersecurity Ventures
  
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• The worldwide cybersecurity market is defined by market sizing estimates that range from $71 billion in 2014 to $155+ billion by 2019. Worldwide spending on ...
  
  
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• cybersecurity market report - Cybersecurity Ventures
  
  cybersecurityventures.com/cybersecurity-market-report-q1-2015/
• The Cybersecurity Market Report covers the business of cybersecurity, ... by market sizing estimates that range from $71 billion in 2014 to $155+ billion by 2019. ... The cyber security market is estimated to grow to $155.74 billion by 2019, at a ...
  
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Feb 19, 2015 - The cybersecurity industry is expected to grow from $71 billion in 2014 to more than $155 billion in 2019, according to the latest edition of the Cybersecurity Market Report, which makes the industry unusually competitive.