Seeking Alpha

EMC COO David Goulder re-affirms his company's interest in buying security companies (previous)....

EMC COO David Goulder re-affirms his company's interest in buying security companies (previous). EMC, whose Q2 security software sales rose 13% Y/Y, has been looking to reduce its storage hardware exposure lately, as storage value-add increasingly shifts to software running on servers. Potential targets include richly-valued names such as Palo Alto Networks, Fortinet, and Sourcefire, and less costly vendors such as Vasco Data, IntraLinks, and Websense.
Comments (0)
Be the first to comment
DJIA (DIA) S&P 500 (SPY)