IBM Bets Big On Security: Question Is How Big?

Talk has been elevated in security circles over the past few weeks since Val Rahmani of IBM announced they will spend $1.5B in the next 18 months on security technology and related initiatives. We believe there are about 2,000 security pure plays globally, so theoretically IBM has a lot they could acquire; but will IBM acquire? This little story popped up out of India today that leads to some speculation they could be building, not buying. IBM has a huge channel, huge brand, near limitless resources, a ton of customers; and if I count correctly 200+ SKUs of security related products. Across security, systems management and networking they've already purchased Tivoli, ISS, WatchFire, Consul and a ton of other stuff. I think $1.5B is better spent on integrating what they have and going to market with a clear and compelling message how it all works together vs blowing their cash wad on a large deal or two.

 

Thoughts?

 

Author: Mark Zawacki