H-P's (HPQ) security business, overlooked in the midst of its PC, printer, and server woes, is a...
H-P's (HPQ) security business, overlooked in the midst of its PC, printer, and server woes, is a bastion of strength for the company, asserts ISI's Brian Marshall. Marshall claims the business, bolstered by the ArcSight and 3Com acquisitions, generates $1.5B in sales, is growing at a 30% clip, and has a gross margin of ~80%. Even at a price/sales multiple half that of CHKP, the business would still be worth $10B, he suggests.
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