MS Sybari buy scares security co’s
p2pnet.net News View:- Anti-virus companies are feeling the heat following Microsoft’s decision to invade their turf.
For a while, Bill and the Boyz were using Sybari security software for their own enterprise communication and collaboration infrastructures.
But they ended up buying the company and now, “Anti-virus vendors’ stock prices have taken a beating,” says TechWeb, going on to quote Gartner analysts as saying:
“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.”
Judging by Wall Street’s reaction, investors agree, says the story.
It’s a bit like the Monopoly game.
Once a single player, or a team, succeeds in buying up the bulk of the assets, no one else stands a snowball’s chance in hell.
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See:-
buying the company - Microsoft buys anti-virus co, p2pnet, February 8, 2004
investors agree - Microsoft Acquisition Rattles Security Firms’ Investors, TechWeb, February 10, 2005
February 10th, 2005 at 10:53 pm
…leaving the fox in charge of the henhouse…in terms of MS running an AV app.
TT