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I would bet on better earnings for Mcafee.
Sep 14 13:38 pm
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All Comments by Raj Sargule »McAfee Battles Internet Bugs, Bigger Rivals - Barron's [View article]
As per Forrester's report
www.forrester.com/ER/P...
IT Spending is on the rise. Even if it was flat, security spending seems to continue to grow as companies are getting more aware of security as a separate practice. Companies have started view security more from a strategic level than just a tactical measure. (evident from interest at the board/executive level). And they are realizing the long term reputation and financial consequences from a security breach. Look at some of the recent data breaches. TJMaxx - with over 40Million records stolen, and the weaknesses in IT security at Soc Gen that were apparently exploited in its £3.9bn trading fraud!