Published: October 18, 2012
I.B.M.’s moves reflect how the computer security business is evolving, said Jon Oltsik, an analyst for the Enterprise Strategy Group, a research firm. The industry, he said, has long been dominated by niche companies that focused on specific products, like virus software or firewalls. But the rising complexity of computing, and of security threats, is prompting a consolidation — and a need for products and services that span the spectrum of security threats companies face.
I.B.M., Mr. Oltsik said, is one of the few companies that has both the technology expertise and broad reach to be a winner. Other candidates, he said, include Hewlett-Packard, McAfee, Symantec and perhaps Cisco.
“This massive series of announcements shows that I.B.M. is executing on its security vision,” Mr. Oltsik said.
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