Microsoft acquisition continues to rattle security firms' investors
Anti-virus vendors’ stock prices have taken a beating since Tuesday, when Microsoft announced its third security-related acquisition, the purchase of Sybari Software.
Sybari, a long-time Microsoft partner, makes anti-virus, anti-spam, and content-filtering add-ons for Exchange Server, Lotus Notes, and other products. Third-party security firms such as Symantec and McAfee have been aggressively moving on the server market as they expand from earlier consumer-centric sales into the enterprise.
"Microsoft’s entry into this market will challenge anti-virus vendors such as Symantec, McAfee, and Trend Micro, which derive substantial revenue from upselling enterprises to anti-virus product suites that include desktops and servers," said a trio of Gartner analysts Wednesday in a briefing posted to the research firm’s Web site.
Read the complete story . (Techweb)
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