My Take On The Security IPOs: Infoblox, Palo Alto Networks, and Splunk

Splunk (SPLK) went public this week and both Infoblox and Palo Alto Networks will soon follow. This could be the start of a security IPO run moving forward. Why? Status quo security defenses aren't working so there is a burgeoning market for next-generation security technologies. This market opportunity has driven M&A activities for years but we've recently seen far broader interest in security. HP grabbed ArcSight and started a security business unit. IBM acquired Q1 Labs and did the same. Dell purchased SecureWorks and SonicWall. Investment is pouring into the security sector driving innovation and a present and future wave of IPOs.

Topics: IBM Microsoft Check Point Palo Alto Networks Cisco Information and Risk Management Juniper Sourcefire Dell McAfee Security and Privacy SIEM ArcSight RSA saic IPO Firewall Splunk Q1 Labs SecureWorks SonicWall Windows

The Many Synergies of Dell's Acquisition of SonicWall

You have to give Dell a lot of credit. As the company recognized changes in the industry, it was willing to move beyond efficient PC/server manufacturing and distribution into new technologies and labor-intensive services. In my domain, this led to the acquisition of SecureWorks and Force10. Today, Dell took another step into end-to-end solutions by grabbing security veteran SonicWall.

Topics: Azure Microsoft Palo Alto Networks Fortinet VMware Information and Risk Management HP Dell Security and Privacy Juniper Networks Hyper-V vShield SecureWorks SonicWall

RSA Conference 2012 Observations Part II

I missed the keynotes at RSA as I was buried with wall-to-wall meetings from the time I arrived on Monday through Thursday evening. Nevertheless, I had a chance to speak with a lot of security industry insiders and IT security professionals during my time at RSA. Building on my previous blog, here are a few additional take-aways:

Topics: IBM Check Point Palo Alto Networks Fortinet Cisco Information and Risk Management Sourcefire McAfee Security and Privacy Juniper Networks trend micro Symantec F5 Firewall Anti-malware crossbeam systems security skills SonicWall