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HP Gains $164 Million Security Business with 3Com, but Lots of Overlap Too| Nov 12, 2009 | Enterprise Security | Competitive Intelligence Report Current Perspective: Neutral Event SummaryNovember 11, 2009 – HP inked a deal to acquire 3Com Corp. for $2.7 billion in cash, in a deal driven by HP’s data center strategy that also nets it the leading supplier of intrusion prevention system (IPS) technology, which the company claims is already in use by 30 percent of the Fortune 1000. Analytical Summary• Current Perspective: Neutral on HP’s acquisition of 3Com and its bifurcated threat management business, because while it brings to HP’s security business the leading intrusion prevention system product portfolio in TippingPoint, it also creates an overlapping threat management product line and adds greater complexity and serious rationalization requirements to HP’s confusing array of security options. HP’s ProCurve unit was only just starting to deliver on a more cohesive security strategy, and 3Com was only just starting to integrate its independent TippingPoint unit into its broader business, which also includes firewall and VPN products.
CLIENTS ONLY Current PerspectiveCompetitive Positives and ConcernsRecommended Vendor Actions| Client access - More reports in Enterprise Security | More information Recommended Competitor Actions• Large rivals with a broad set of security products should characterize HP’s security business as a confusing and conflicting set of products that lack integration. Competitors can cast doubts about the long term commitment HP has to overlapping security products. Recommended End User / Customer Actions• Customers using security technologies that overlap between HP and 3Com offerings should press HP for details on its integration roadmap as soon as HP can make that available. Customers will want to know how HP intends to continue to support redundant security products/technologies. CLIENTS ONLY Current PerspectiveCompetitive Positives and ConcernsRecommended Vendor Actions| Client access - More reports in Enterprise Security | More information |
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