At first we though of Cloudflare (NET) as an internet performance-management platform. But the company is more focused on security than pure performance. If you didn't read our note on Fastly (FSLY) you probably should do that: Fastly Joins the New Enterprise SaaS Group. 

Their value proposition is that they provide greater security, performance and speed than can be delivered by network hardware (ala Cisco, F5, Palo Alto Networks, Juniper, Riverbed, FireEye.) Their platform provides common solutions like intelligent routing and . . .

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