Subject: Re: CRWD
OK...dipped my toe in. The trend seems to be favorable, and I think most of the fallout from their blunder has been priced-in.

I made a good chunk of money when I sold them several months ago (owned for a couple of years). It's not trivial to deploy a new software package at the enterprise level, so if CRWD fixes their issue and does some good customer service, I doubt they will lose many clients.