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Enterprise Security
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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
ConSentry Networks Positive Positive
Courion Neutral/Positive Neutral/Positive
Critical Path Negative Negative/Neutral
Elemental Security Positive Positive
Entrust Neutral/Positive Neutral
ForeScout Neutral/Positive Neutral/Positive
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
Lockdown Networks Neutral/Positive Neutral/Positive
Mazu Networks Positive Positive
McAfee Neutral/Positive Neutral/Positive
Microsoft - Identity Management Neutral/Positive Neutral/Positive
Microsoft - Threat Management Neutral/Positive Positive
Mirage Networks Neutral/Positive Neutral
netForensics Neutral/Positive Positive
Nevis Networks Neutral/Positive Neutral/Positive
Novell Neutral/Positive Neutral/Positive
Oracle Neutral/Positive **
Q1 Labs Positive Positive
RSA Security 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/Positive Neutral/Positive
Vernier Neutral Neutral/Positive
Company Advisor Report Excerpt
(List of available reports)
Company
Report Updated
BMC 6/25/2008
Company Strengths and Weaknesses
Excerpt from Company Strengths
• BMC's identity and access management solutions are delivered chiefly through the Control-SA family of products. The company's Identity Services Architecture is a provisioning platform that provides the integration framework for its larger IdM products.
Excerpt from Company Weaknesses
• BMC's IdM capabilities are still fairly limited, particularly when compared to the offerings of larger suite vendors, such as IBM, Novell, and Sun.
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. Available Company Advisors 

Altiris
Symantec closed its acquisition of Altiris in April 2007, and now has made some key product rationalization decisions regarding the Altiris product line. (10/1/2007)

  
 Price: $495

Arbor Networks
Arbor Networks sharpened its focus on carrier services following the acquisition of Ellacoya, a carrier-class broadband service optimization provider. (5/8/2008)

  
 Price: $495

ArcSight
ArcSight, a longtime leader in the SEM space, has included identity and role-based correlation capabilities in its latest release. (2/21/2008)

  
 Price: $495

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)

  
 Price: $495

BMC
BMC posted solid (10%) overall growth in its most recent fiscal year. The company has not made any major identity management-related announcements in the first half of 2008. (6/25/2008)

  
 Price: $495

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. (5/15/2008)

  
 Price: $495

Check Point
Check Point continues to enhance its products in a number of areas including UTM, endpoint security and a multi-Gigabit security platform. (5/12/2008)

  
 Price: $495

Cisco
Cisco continues to build out its footprint in the security space through acquisitions, partnerships and product development. Its IronPort acquisition gives Cisco additional market opportunity in the secure messaging space. (5/8/2008)

  
 Price: $495

Courion
Courion is bolstering its appeal to the mid market with new product editions and a targeted VAR program. (2/6/2007)

  
 Price: $495

Critical Path
Critical Path has been hunkered down since the beginning of the year, continuing to work to bring costs in line with revenue. The company has stemmed its losses, but it is not yet profitable. (1/3/2007) [CPTH:OTC]

  
 Price: $495

Elemental Security
Elemental Security rolled out a new version of its flagship Elemental Security Platform in December 2006. (3/20/2007)

  
 Price: $495

Entrust
Entrust continues to expand the versatility of IdentityGuard and it has a new release of its flagship Authority PKI solution set for GA later this year. (6/16/2008)

  
 Price: $495

ForeScout
ForeScout fields a family of NAC appliances that focus on providing as little network disruption as possible by taking a clientless and out of band approach to network access control. (3/26/2007)

  
 Price: $495

Fortinet
Fortinet enhances its UTM solutions through partnerships with global service providers, manufacturers, consulting firms, and integrators. (5/1/2008)

  
 Price: $495

Hewlett-Packard
HP has been quiet of late with regard to its identity and security solutions, but the company’s FY 2007 was solid, as it broke $100 billion in revenue. (2/27/2008) [HPQ:NYSE]

  
 Price: $495

IBM/Tivoli
IBM Tivoli continues to show a strong commitment to the security markets and has already made several important new product announcements this year. (5/15/2008)

  
 Price: $495

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

  
 Price: $495

Intellitactics
Intellitactics remains consistent in releasing incremental improvements to its flagship SEM/SIM product, Intellitactics Security Manager, including support for IPv6 protocol. (2/15/2008)

  
 Price: $495

Juniper Networks
Juniper continues to expand and enhance its security portfolio as the company made several important product announcements in the first half of 2008. (6/10/2008)

  
 Price: $495

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. (4/10/2008)

  
 Price: $495

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. (5/1/2008)

  
 Price: $495

McAfee
McAfee continues to build out its product set to position itself better as a risk management vendor and to stay competitive as a leading threat management player. (5/1/2008)

  
 Price: $495

Microsoft - Identity Management
Microsoft’s releases of Windows Server 2008 and Identity Lifecycle Manager 2007 are important additions to its identity and access management portfolio. (3/28/2008)
[MSFT:Nasdaq]

  
 Price: $495

Microsoft - Threat Management
Microsoft continues to add security to its core products, including Windows Server 2008, but most eyes are on Microsoft’s next move with its acquisition attempt of Yahoo!. (3/11/2008) [MSFT:Nasdaq]

  
 Price: $495

netForensics
netForensics is aggressively going after competitors’ customers through a redesigned architecture of its flagship technology that includes better usability to target the mid-market and new features to appeal to MSSPs. (5/14/2008)

  
 Price: $495

Novell
Novell continues to build out its security offerings as it attempts to better integrate its identity and systems management products and to expand the security capabilities of ZENworks. (4/28/2008)

  
 Price: $495

Oracle
Oracle is working to consolidate recent acquisitions in the identity space while it continues to update its identity products. The company recently released an updated version of its Identity Manager provisioning product. (3/18/2008) [ORCL:Nasdaq]

  
 Price: $495

Q1 Labs
Q1 Labs experiences another year of exponential growth as it continues to build out key OEM partnerships, most recently with Nortel. (5/14/2008)

  
 Price: $495

RSA Security
EMC’s security division continues to grow and to integrate its products with the broader EMC portfolio. (4/24/2008)

  
 Price: $495

Sophos
Sophos continues to enhance its expanding portfolio of products including email security appliances and NAC software to better compete with endpoint security leaders. (1/8/2008)

  
 Price: $495

Sourcefire
Sourcefire broadens its open source footprint with the acquisition of the ClamAV project, which provides a foundation for new products and services going forward. (5/2/2008)

  
 Price: $495

StillSecure
StillSecure has expanded Cobia’s reach through integration with Cisco’s Application Extension Platform and has positioned itself well for the upturn in attention to security in virtual environments via participation in VMWare’s VMSafe alliance.  

  
 Price: $495

Sun Microsystems
Sun leverages Vaau role management technology, and announces a governance, risk and compliance (GRC) strategy (3/25/2008) [SUNW:Nasdaq]

  
 Price: $495

Symantec
Symantec acquired DLP partner Vontu to focus its security attention on its SMS messaging product, now offered in a virtual edition. (5/1/2008)

  
 Price: $495

TippingPoint
TippingPoint announced a 10 Gbps IPS appliance this spring, called Core Controller, which helps the company remain competitive in the high end of the IPS market. (6/13/2008)

  
 Price: $495

Trend Micro
Trend Micro emphasizes the importance of protection from Web-based threats and other emerging malware through enhancements to its endpoint security, including new DLP capabilities. (4/15/2008)

  
 Price: $495

VeriSign
VeriSign has finally cleared up its financial restatements and made several executive changes. The company finally seems poised to look ahead. (5/15/2008)

  
 Price: $495


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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?

Top

. 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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