Zen 2.0

Earlier we mentioned that EMC is buying Network Intelligence, well, there’s a bunch of analyst/editor comments out now.

EMC and Network Intelligence: What it Means.

In the last few months, Novell bought e-Security and IBM got GuardedNet through its acquisition of Micromuse. Cisco grabbed Protego about and year ago and rumor has it that Oracle is about to buy either NetForensics or Intellitactics. It’s likely that HP, McAfee, and BMC are looking at other leaders like LogLogics as well as network behavior specialists like Mazu and Q1.

Building The New EMC, One Acquisition At A Time

Interesting comments from Dennis Hoffman, vice president of information security at EMC

Network Intelligence plays in three areas of the security industry, he said. The first is log management, a space where the leader is another company, LogLogic, San Jose, Calif., Hoffman said.

The second is event management, or the real-time processing of data for security purposes. “ArcSight is the leader,” Hoffman said. “There are lots of others in this space, too. Names you’ve never heard of.”

The third is security information management, which includes the reporting and forensic analysis of where security problems occur. Network Intelligence is the leader here, Hoffman said.

On a side note, here’s an article about ArcSight.

Ray Lane buys dinner – Who buys ArcSight?

One of ArcSight’s board members told me the company is hitting close to the $75m revenue number, that’s getting close to the magic $80m to $100m level that could initiate an IPO–except that the IPO market is in the doldrums.