RSA is headed to the EMC stable…

RSA Security acquired by EMC for $2.1 billion

http://searchwinit.techtarget.com/originalContent/0,289142,sid1_gci1197226,00.html?track=NL-118&ad=557474

Following a slew of rumors, storage giant EMC Corp. confirmed late Thursday that it will acquire RSA Security Inc. for just under $2.1 billion in cash, or approximately $28.00 per share.

Numerous vendors were reportedly in the bidding for RSA Security Inc. amid speculation of an impending buyout. It was believed the identity and access management vendor had a wrenching choice to make: sell while its value may be at its peak, or stay the course and gamble that a growth strategy dependant on acquisitions can succeed.

The security industry consolidation continues…

And many of the vendors capitalizing on these acquisitions are not traditional security companies.  EMC, in particular, has been expanding its reach from pure storage into all sorts of IT management.  At the end of the day, storage and networking are at the heart of everything that IT does, so perhaps EMC is really on to something.

This will probably set off another round of acquisitions by other vendors such as Microsoft, Symantec and Novell…

(I have to wonder how well Novell is doing overall, though)

There are still far too many vendors in the security market, and even more categories of products and services. It was amazing how many companies had a booth at this year’s Gartner IT Security Summit in DC.  Most of these companies will not exist as individual entities in 18-24 months, especially when you consider how narrow and specific their product focus is…

IT managers purchasing security products over the next 2 years need to carefully evaluate these vendors and the overall landscape against their long-term strategy for defense in depth.

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