An industry friend just sent me a story from the Wall Street Journal proclaiming that security management leader ArcSight will be acquired within the next week. The story goes on to say that the likely buyers include Oracle, HP, , IBM, and CA.
Hmm. First of all, anyone familiar with ArcSight was sure this was coming. The company is a leader in a growing market segment, has a great Federal business, and is one of few real enterprise players. It is interesting to me that the Wall Street Journal is spreading rumors but that’s another story.
Let me weigh in by handicapping the field:
Given the Intel deal, McAfee is likely out of the running. I’ve heard through the grapevine that McAfee made several attempts at ArcSight but the price tag was just too big. Symantec, like IBM and CA, has also developed security management products that haven’t taken off in the market. If Enrique Salem is up for another big acquisition, ArcSight would be a great fit.
Finally, wherever ArcSight ends up, there are plenty of other innovative security management companies that may quickly follow. Feisty Q1 Labs would be a natural for Juniper. Brainy Nitro Security could be a fit for Cisco or CA. LogRhythm could be a good addition for HP, Check Point, Websense, etc.
ArcSight deserves what it gets as it really guided the security market moving forward. Its fate will greatly influence the enterprise security market moving forward.
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Tags: ArcSight, CA, EMC, HP, IBM, Juniper Networks, LogRhythm, McAfee, Nitro Security, Oracle, Q1 Labs, Symantec, Wall Street Journal, WSJ
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