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Enterasys? Yup. While Cisco, Microsoft, and the security crowd are talking about secure networks, little Enterasys has been delivering -- for several years!
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In October, CA announced its plans to acquire IM leader Netegrity for $430 million. While the industry has been quick to throw mud, ESG believes that there is too much upside in this deal to ignore. Customers and prospects should be patient and open minded and assess CA on its ability to execute.
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Last week, Mazu Networks introduced its Profiler V5 that adds intrusion prevention and policy enforcement to its network analysis engine. The result? A system providing real-time enforcement capabilities.
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On November 10, Juniper held its annual analyst event at its Sunnyvale, CA headquarters. ESG believes that assimilating NetScreen is a work in progress, but Juniper's momentum and NetScreen's product line are already a powerful combination.
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AOL is teaming with McAfee to offer free virus protection as part of its premium service. Finally, a broadband provider that understands that protecting subscribers is good for customer satisfaction.
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Today's business and security requirements demand an intelligent edge network that recognizes users, provides individualized services, and augment security. HP's ProCurve networking division is actually delivering on this vision.
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Security leader McAfee had a great Q3 with $222 million in revenue and net income of .18 per share. The company also raised Q4 expectations. ESG says the company has the right focus and product mix to continue the momentum.
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Last week Cisco grabbed end point security startup Perfigo for $74 million. This adds to Cisco's Network Admission Control (NAC) initiative and gives it a standalone product but ESG still wonders how Cisco will work with customers and other networking vendors?
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Security analyst Jon Oltsik talks about the opportunities and challenges ahead for NeoScale
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Broadband is changing the nature of home computing to networks of multiple PCs. This demands a new security model but most products retain a legacy design rendering them ineffective. Trend Micro's new PC-Cillin 2005 was built to handle the security needs of home networks. This design along with free telephone support and ease-of-use features could vault Trend into a three way battle with McAfee and Norton (Symantec).
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Check Point's Q3 numbers were better than expected as it beat revenue and earnings estimates. The company has now revised its Q4 projections. ESG believes that the company has tons of upside.
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This week, Microsoft announced 21 Windows and application flaws in 7 security bulletins. Yes, that's a lot but belly aching about Microsoft is an old and tired response.
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On October 6, CA announced that it acquired Netegrity for $430 million in cash. With this acquisition, CA is making bets on: 1. Growth in the IM space 2. It's ability to sell to the web development crowd ESG believes that its first bet is a sure thing but its second carves out a new road and associated challenges for CA.
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Cyber-czar Amit Yoran abruptly resigned last week after only one year in his position. The inside word is that he was frustrated with DHS's lack of attention to computer security.
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This week web site postings proclaimed a new attack vector, malicious images that won't be picked up by today's anti-virus software. This vulnerability may open a hole in EVERY Windows platform.