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.