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Strategies & Market Trends : The New Economy and its Winners

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From: bob zagorin	2/16/2006 12:02:20 PM
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GS on Security Infrastructure Software: Update from the RSA Security Conference If the security industry is reaching maturity, no one told the some 14,000 attendees at the RSA conference this week. The mood from the show was ebullient, with the focus on helping online users and businesses transact safely in an increasingly malicious digital world. Companies such as RSAS (IL/A) and VRSN (IL/A) are well positioned to take advantage of online authentication concerns, while "newer-to-the-party" vendors (in this area) such as SYMC (OP/A) are also highlighting new anti-fraud "crimeware-protection" functionality for online consumers. As our survey highlighted on Monday, areas such as security event management and compliance-oriented solutions are gaining momentum. Surprisingly mobile solutions were not as much in evidence as we would have expected. Network security seems to be the most mature segment, with CHKP (IL/A) continuing to struggle with new product momentum.

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