In their quarterly report on the health of the information security market, Frederick D. Ziegel and John D. Hall of Tucker Anthony Sutro report that while few, if any, technology companies have made it through the current information technology slowdown without trimming or obliterating expectations, the information security sector continues to grow in importance among purchasers of information technology.
Near-term visibility is clouded, the authors say, but they believe the InfoSec industry is becoming a critical piece of most enterprises' technology plans. Common themes heard throughout the latest earnings season were: near-term caution but long-term optimism, the return of "ROI" and nibbles as opposed to bites.
Click here to download their full 46-page report, which includes detailed economic analyses of BindView, Check Point, Netegrity, Network Associates, RSA Security, Secure Computing, SonicWALL and Symantec. The report, which is in PDF format, is available only to registered ecomSecurity.com users. Click here to register - it's simple and it's free.