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The firewall is thought to be the domain of Check Point, Cisco, and Juniper and Microsoft is just an also-ran, right? Nope. ISA Server is a good product that is getting better with each release. Competitors should know by now, ignoring Microsoft isn't a sound strategy.
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What's the next frontier in information security? Protecting business applications and mission-critical databases is at the top of the list. ESG believes that securing key business systems demands a lifecycle approach. ASI provides a comprehensive suite to automate this difficult but vital process.
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Last week, Novell delivered its "State of the Union" and technology vision at BrainShare 2005. The good news: The market is moving in Novell's direction and it has the opportunity to reinvent itself as a leading "platform" provider. The bad news: The company must overcome a number of sales and marketing execution obstacles before it can succeed.
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After a slip out of the gate, Cisco has spent the last two years building momentum in the fibre channel switch market. With its March announcement focused on fabric-based intelligence, it targets all storage constituencies (users, hardware vendors, developers) while positioning itself to become the de facto storage networking brain.
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In January, BMC grabbed Calendra to extend its IAM capabilities into directory management and synchronization. In March, the company further bolstered its IAM portfolio with the purchase of OpenNetwork for web access management and single sign on (SSO). BMC now has a complete arsenal to lead in this marketplace, but there is some work left to do.
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Microsoft says it will release a consumer AV product by the end of the year. This move will impact leaders Symantec and McAfee but not as badly as everyone thinks.
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Oracle is the latest heavyweight vendor to enter the rapidly-consolidating Identity and Access Management (IAM) marketplace. ESG understands how this acquisition plays in Oracle's Service Oriented Architecture (SOA) plans, but can Oracle really play in the off-base IAM market?
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Mazu Networks published its Internal Threat Report this week. The report exposes the disturbing reality that security breaches are widespread and damaging.
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It's easy to dismiss Novell as yesterday's news - Wall Street certainly isn't bullish on the old NOS king. Writing off Novell is a mistake. The truth is that Novell has a wonderful technology vision and is betting the company on Open Source. These are certainly worthwhile attributes that should gain wide appeal.
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InfoCard and "Project Higgins:" Good ideas.
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McAfee's new CFO had good news for investors this week, the company beat revenue and earnings estimates for 4Q 2004. The company expects 1Q revenue in the range of $220 to $230 million, a greater number than Wall Street predicted. Reading between the lines, McAfee isn't overly concerned with an imminent Microsoft entry into desktop security and believes it will continue to show strong growth in other areas.
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The parade of security vendors with solid financial results continues - add SonicWall to the list that includes Check Point, ISS, RSA Security and Symantec. SonicWall's success indicates that SMB companies are spending on security and the company's channel management proficiency continues to be a formidable asset.
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Recent ESG research data indicates that IT professionals believe PCs are often the source of destructive malicious code attacks that propagate through the network. Will companies deploy end-point security technology for protection? Users are very interest but most haven¡¦t implemented a solution. Cisco and Microsoft get the headlines here but Check Point Software is silently offering one of the best end-point solutions available. The question remains, can the firewall king parlay its technical advantages into market share leadership?
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RSA Security is well known for its identity, access management, and authentication products but not for end-to-end solutions. The company's new SecureID Appliance may change this impression on several fronts. This SMB-focused product will pull RSA's SecureID tokens while the appliance's Windows 2003 makes it a turnkey fit into Active Directory and Windows-centric IT shops.
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3Com added to its security portfolio this week by OEMing an e-mail security appliance from Borderware, a leader in this area. The deal is a model "win-win:" 3Com gets a turnkey solution for the red hot e-mail security market while Borderware gains a distribution partner with global reach and a customer base.