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i replied upthread i think the stock price has bottomed from this event. It's way to hard to switch vendors like this at an enterprise scale. What's going to ha
by chasd00 2y ago
i replied upthread i think the stock price has bottomed from this event. It's way to hard to switch vendors like this at an enterprise scale. What's going to happen is the cloudstrike account reps are going to get yelled at and abused, some discounts are going to be offered for annual renew, then two years from now all will be forgiven/forgotten. In a year or so the stock price will recover and trend to more or less where it was before this event. I've already bought as much stock as I could.
- AceyMan 2y ago> It's way to hard to switch vendors like this at an enterprise scale. Huh? Once you get the control plane/backend of a new AV vendor configured, you just uninstall AppA and deploy AppB on your nodes. It's not like Crowdstrike is deeply integrated with other systems: it's an agent.
- SandwichTeeth 2y agoThis is massively underselling the kind of change management processes and potential challenges of scale a deployment like this would require at large enterprises. It's never as simple as "deploy app to nodes". Approvals, maintenance windows, deployment in waves (ironic I know, given the nature of the outage in the first place). Most places I've worked would require deployment to many sets lower environment machines of different functions first, then allow time to "bake" and ensure no issues crop up after things have settled. You would NEVER just yeet out a new agent to critical production systems without extensive change management, testing, and validation. I've deployed different AV products multiple times throughout my career (including Crowdstrike). It was never simple, and almost always took months to complete.