Cloud & Telecom Security

昨天晚上的手机短信就没有断，不少朋友都在议论这个收购。 同意Jeff的看法，Intel这个“跨界”距离忒大了些。此前，也一直风传TrendMicro/McAfee等独立安全公司在寻找购并机会，包括Hp收购McAfee，看到这个消息还是让人吃惊。

后面怎么也得有段时间McAfee独立运作了，也看不出有什么中间交叉业务，McAfee, an Intel company. 有新闻认为Intel出手是看好手机和硬件安全云云，有些牵强。

这个收购时Intel42年历史上的最大手笔，WSJ评论也表达了Intel有些“冲动”的担心，点击看华尔街日报的相关新闻和评论….. Read more…

Last week, Symantec(NASDAQ:SYMC) acquired the security businesses of VeriSign (excluding iDefense). There have been tons of news reports and comments by market observers and analysts.  In general, given that both negative and positive comments are valid, the below chart gave a different perspective to evaluate the acquisition strategy of Symantec.

It’s a 5 year stock price chart of Symantec, with comparison against that of CA(NASDAQ:CA), McAfee(NYSE:MFE), and Nasdaq.

The overall changes in 5 years are:

• Symantec down by: -35.14%
• CA down by: -30.60%
• McAfee up by: +21.87%
• while Nasdaq up by: +9.67% Read more…

Verizon是电信运营商，有大量的企业和个人客户，有雄厚的项目实施和市场推广能力；McAfee是网络安全厂商，有很好的安全技术和产品服务。在互联网和云计算安全商机面前，两者选择了合作。 Read more…

An interesting new at Forbes.com said that McAfee Still Leads Symantec In Worldwide ISP Security. That’s by far different at China, where, IMHO, Trendmicro and Symantec lead the anti-virus market at ISP security, while Symantec is competing against CA at other ISP security products.

Piper Jaffray senior research analyst Gene Munster said McAfee maintains the lead over Symantec in internet service provider security
relationships.

In the U.S., McAfee’s ISP relationships cover about 33.7 million subscribers, while Symantec’s cover about 8.5 million subscribers, according to the analyst. In Europe, McAfee’s relationships cover approximately 0.6 million subscribers, while Symantec (nasdaq: SYMC
- news  - people ) covers about 15 million subscribers.

“The trend of more ISPs offering free anti-virus, anti-spyware, and pop-up blocker software to customers has seemingly stabilized,” the analyst said in a report Tuesday.

All 16 ISPs that the analyst checked offer anti-virus or anti-spyware software or both. Recently, EarthLink (nasdaq: ELNK - news - people
) began offering free Symantec antivirus protection when it terminated its $3.95 fee.

Additionally, AT&T (nyse: T – news - people ) displaced Zone Labs with Webroot for anti-spyware protection and currently has no antivirus provision, according to Munster.

The research analyst maintained ratings of “outperform” on both McAfee (nyse: MFE - news - people ) and Symantec.