-
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.
-
Never underestimate Microsoft's resolve or resources. Today, Microsoft made a statement to the industry: "If companies need security product, we want to make money on that demand." Microsoft's acquisition of Sybari is just the beginning on an integrated and manageable Microsoft security infrastructure that leverages Active Directory, SMS, and Microsoft Operations Manager.
-
-
ISS announced strong revenue and earnings for 2004 this year but Wall Street wasn't impressed. ESG believes that ISS has a strong product and services portfolio and with a bit of tweaking, it can wow investors and customers alike.
-
CA appears to be on the comeback trail. Quarterly revenues were up 9% and earnings 19% over a year ago. Within these numbers, CA's security bookings were up 94% and it is starting to capitalize on its Pest Patrol anti-spyware and Netegrity IAM acquisitions. Don't look now but a healthy CA could vault to a leadership position in the information security market.
-
Once a high-end mega-project, Identity Management is finally ready for mainstream implementation and rapid growth. BMC's acquisition of Calendra demonstrates that industry leaders are lining up resources to further address this new opportunity.
-
Cisco already owns about 40% of the corporate WLAN marketplace. It's acquisition of Airespace not only solidifies its lead, it also provides a new product offering and centralized management for remote offices and SME companies. What's more, Cisco will tie Airespace into its bigger initiatives for "self-defending networks," and Network Admission Control."
-
Networking and security are coming together in areas like identity and access, threat management, and end-point security. Nortel Networks has a diverse product line that covers all bases.
-
Symantec and Veritas are working hard to communicate the merits of their merger to the financial community but Wall Street is still skeptical. ESG believes the two companies need to be more direct -- and visionary.
-
Symantec and Veritas have tied the knot so what's next? ESG believes that database and storage security issues will get more attention in the wake of this mega-deal.
-
On December 13, 3Com announced its plan to acquire Intrusion Prevention leader TippingPoint for about $430 million. ESG believes this deal will give 3Com so new opportunities, especially with service providers and enterprise customers.
-
Why the heck would Symantec want to buy Veritas? ESG sees lots of synergies.
-
While the network is an essential business asset for the 21st century, it is built on a number of patchwork services developed when the Internet was an academic novelty. Sunnyvale startup Infoblox is offering products and vision to overcome this fundamental weakness.
-
Cisco's strategy moving forward is all about helping customers implement the next-generation network architecture. Good idea but even Cisco needs to fill in a few gaps.
-
HP's networking group has a bold and visionary strategy that could shake up the networking industry and vault HP into a position of leadership. To do so, HP needs flawless execution -- and a lot of luck.