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Companies Competing in the Market
(Guide to all Company Ratings)
Company Current Perspective Vision
Arbor Networks Positive Positive
ArcSight Neutral/Positive Positive
Attachmate Neutral Neutral/Positive
BMC Neutral/Positive Neutral/Positive
Bedford Networks Neutral Positive
CA Neutral/Positive Neutral/Positive
Check Point Positive Positive
Cisco Positive Neutral/Positive
Entrust Neutral/Positive Neutral
Fortinet Positive Positive
Hewlett-Packard Neutral/Positive Neutral/Positive
IBM Internet Security Systems Neutral/Positive Neutral
IBM/Tivoli Positive Positive
Intellitactics Neutral/Positive Neutral/Positive
Juniper Networks Positive Positive
Lancope Positive Positive
Mazu Networks Positive Positive
McAfee Neutral/Positive Neutral/Positive
Microsoft - Identity Management Neutral/Positive Neutral/Positive
netForensics Neutral/Positive Positive
Nevis Networks Neutral/Positive Neutral/Positive
Novell Neutral/Positive Neutral/Positive
Oracle Neutral/Positive **
Q1 Labs Positive Positive
RSA (EMC) Neutral/Positive Positive
Sophos Neutral/Positive Neutral/Positive
Sourcefire Neutral/Positive Neutral/Positive
StillSecure Neutral/Positive Neutral/Positive
Sun Microsystems Neutral/Positive Neutral
Symantec Positive Positive
TippingPoint Neutral/Positive Neutral/Positive
Trend Micro Positive Positive
VeriSign Neutral Neutral
Company Advisor Report Excerpt
(List of available reports)
Company
Report Updated
Intellitactics 11/12/2008
Company Strengths and Weaknesses
Excerpt from Company Strengths
• Intellitactics understands the complexity associated with SIM technology and has been focusing its development efforts on simplifying the technology so it has more out-of-the-box functionality.
Excerpt from Company Weaknesses
• Intellitactics was late to offer an appliance option. The company has long maintained that software better optimizes all the features and functionality of the Red Hat Linux OS. This may be true but the company severely misread market demand with regard to form factor.
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Arbor Networks
Arbor Networks launched the industry’s first 10 Gigabit DDoS detection and mitigation system, extending its network behavior anomaly leadership among service providers. (10/3/2008)

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ArcSight
ArcSight, reported continued healthy growth for its first fiscal quarter of 2009, tapped former COO Tom Reilly to be CEO and continued to build out its ArcSight Logger appliance to better address the mid-market. (11/13/2008)

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Attachmate (formerly NetIQ)
The NetIQ business unit of Attachmate has been very quiet for the last year as it continues to streamline operations post-acquisition. (3/25/2008)

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BMC
BMC is a long-time provider of provisioning and password management, but it has been very quiet with regard to its identity and security businesses throughout 2008. (10/29/2008)

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CA
CA has been relatively quiet lately in the security and identity markets. The company continues to work to integrate and streamline its broad product portfolio. (9/5/2008)

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Check Point
Check Point continues to enhance its products and extend its footprint in the security markets, most recently with the introduction of products designed to secure virtual environments. (10/2/2008)

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Cisco
Cisco continues to build out its footprint in the security space via acquisitions, partnerships, and product development. Its strong partnership with VMware suggests that providing security to virtual environments will be a new area of interest. (9/26/2008)

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Entrust
Although Entrust’s overall growth has been relatively flat so far this year, the company continues to have good success in diversifying its revenue base from a product perspective. (10/30/2008)

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Fortinet
Fortinet delivers its first database security appliance, based on technology it acquired with IPLocks. The vulnerability assessment appliance is the first of a series of planned appliances. (9/26/2008)

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Hewlett-Packard
HP announced earlier this year that it will no longer actively pursue new identity management customers. The company’s security activities are increasingly found in the HP ProCurve division. (7/16/2008)

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IBM Internet Security Systems
IBM continues to reposition its information security technology as part of a broader risk management solution. (6/12/2008)

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IBM/Tivoli
IBM continues to push its security products both up market and down, with the release of a new security blade for its BladeCenter and the launch of a partner accreditation program for SME focused channel partners. (9/9/2008)

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Intellitactics
After long fighting the trend, Intellitactics has fully embraced the shift to an appliance form factor for its SIEM products. The move should make the company more attractive in mid-market and branch applications. (11/12/2008)

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Juniper Networks
Juniper has made several important security-related announcements over the last couple of quarters, including the introduction of new SRX high-end security gateways and a substantial upgrade to its UAC NAC suite. (10/31/2008)

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Lancope
Lancope continues its push toward enterprise network operations groups with new quality of service reporting and trending in its StealthWatch product that targets traditional NetFlow competitors. (9/8/2008)

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Mazu Networks
Mazu Networks has broadened its behavior-based, performance, and availability solutions to ensure the delivery of critical business services as the company targets network operations as well as security teams. (9/29/2008)

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McAfee
McAfee’s Security Innovation Alliance partnership program is gaining steam, partners now number more than two dozen, and the company has announced the first set of certified partner products. (9/9/2008)

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Microsoft - Identity Management
Microsoft continues to take a long view of the identity management market. Initiatives that could have significant long term upside for the company identity business include HealthVault, “Zermatt,” and the Identity Card Foundation. (7/24/2008)

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netForensics
netForensics continues to build out compliance management solutions that leverage its event and log management products. (10/30/2008)

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Novell
Novell continues to mature and expand its identity portfolio, now offering versions targeting SAP environments. (8/25/2008)

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Oracle
Oracle is building out a set of identity management services that can easily be consumed by external applications. The Service-Oriented Security initiative will build on Oracle’s Identity Governance Framework and leverage its IdM portfolio. (7/25/2008)

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Q1 Labs
Q1 Labs is experiencing another year of exponential growth as it continues to build out key OEM partnerships, most recently with Nortel, and grow its stable of channel partners. (9/22/2008)

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RSA, the Security Division of EMC
EMC continues to expand the reach of the RSA product portfolio both within the data center and through a broader set of form factors. (8/26/2008)

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Sophos
Sophos is taking on Symantec and McAfee through a rapidly expanding portfolio of products including email security appliances last year and integrated NAC and encryption capabilities this year. (10/14/2008)

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Sourcefire
Sourcefire announced its virtualization roadmap along with its planned RNA Virtual Appliance for VMware ESX environments. (9/22/2008)

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StillSecure
StillSecure has inked another interesting OEM partnership, this time with Novell. The company continues to have good success in building out channel relationships, particularly for its NAC product. (10/31/2008)

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Sun Microsystems
Sun continues to mature its open source offerings and it has begun to augment them with commercial versions. Its partnership with Accenture is also allowing Sun to deliver much more comprehensive identity and access management solutions. (8/11/2008)

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Symantec
Symantec continues to make progress in integrating and more effectively bundling its broad portfolio of products, particularly at the endpoint. (9/26/2008)

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TippingPoint
TippingPoint announced in August a global security intelligence portal for its customers to help them better track the changing threat landscape and quickly adjust policies on its IPS’s to better thwart new attack types. (11/3/2008)

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Trend Micro
Trend Micro emphasizes the importance of protection from blended email- and Web-based threats through enhancements to its endpoint security and in-the-clouds security services. (9/22/2008)

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VeriSign
VeriSign has retrenched and considerably expanded its portfolio in the authentication space. In addition, the company is focused on consolidating around its core business units. (10/1/2008)

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. Company Advisor Report Contents
  • Sections
    • -Company Description
    • -Current Perspective
    • -Company Market/Sales Strategy
    • -Company Strength
    • -Company Weaknesses
    • -Recommended Competitor Action
    • -Recommended End User/Customer Actions

    Page count: 5-6 pages

  • Publication date: See date at end of summary.
          Reports are updated three times a year

  • Description of Sections
  • Company Description
    • Up-to-date look at what markets the company competes in and what it brings to those markets. Coverage includes: main product lines, important partnerships, key clients, recent sales wins.
  • Current Perspective
    • Our analysts give their assessment on whether or not the company has the technology, products & services and management team needed to compete in its markets.
  • Company Market/Sales Strategy
    • What are the company’s value proposition and key differentiators. How it positions itself in the market, and against its competitors. And what are its target audiences.
  • Company Strengths & Weaknesses
    • Unique tactical competitive analysis based on the specific tactics that a company is using, and in-depth analysis of its products and capabilities
  • Recommended Competitor Actions
    • Who are the company's main competitors, and what actions we can expect from each competitor or the market at large.
  • Recommended End User/Customer Actions
    • How customers (either end users or purchasers of this product for resale/bundling) should view the company. Should customers consider purchasing products/services from this company? What specific actions or questions should the customer pursue during negotiation phase?

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. Guide to Company Ratings

Current Perspective

Overall company assessment relative to competitors across all markets in which they compete.

Very Positive: Company has strong position now, or on way to certain success if continue to execute as planned. Leader in multiple areas (e.g., product quality, market share, distribution channels, lower cost)
Positive: Positive opinion on firm, technology, products/services and/or management team. Well-positioned now and could be strong competitor in the near future.
Neutral: No strong opinions regarding the company. Can occupy niche or segment that is relatively stable.
Negative: Losing ground in multiple areas, must take corrective actions immediately in order to prevent total failure (e.g., bankruptcy).
Very Negative: Decreasing sales, slipping market share, delayed product or services cycles. Can’t overcome current problems within the next 12 months.
Status

Relative position of the company against its competitors.

Mature: In business long enough to have legacy product/ service base, and stable customer base.
Established: Stable product and/or service base – and stable customer base – can survive market turmoil.
Emerging: Delivering actual product but still a relatively small player in the market.
Startup: Pre-product or service.
Momentum

General direction of the company relative to others in the industry.

Very Positive: Quickly establishing a market-leading position in both sales and industry-buzz.
Positive: Gaining market share, gaining positive perception among market watchers (investors, customers).
Neutral: Holding steady, no real gain or decline in market movement.
Negative: Beginning to lose market share and market leadership (perceived or actual).
Very Negative: Steep decline in market share or industry leadership (perceived or actual).
Future Vision

How well the company understands the direction of the market, including customer requirements, business and social changes and innovation.

Very Positive: When company talks, market listens carefully. Offers innovations consistently and management team respected for ability to shape markets.
Positive: Clearly communicates overall vision and plans for the market, occasionally offers ground-breaking direction to the overall market.
Neutral: Neither market leader nor follower, company’s communication of vision is uninspiring.
Negative: Poor communication and/or execution of strategic vision. Changes “vision story” frequently, appears indecisive on how to approach market(s).
Very Negative: Consistently follows the market leaders, fails to communicate strategic vision, very little understanding of customer and market requirements.

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