Security Industry Paradigm Shift: FireEye Acquires Mandiant
So what happens next? Industry players like Cisco, IBM, McAfee, Palo Alto Networks, and Trend Micro will keep an eye on FireEye/Mandiant while claiming that they already have the pieces in place to compete. Bit9 and perhaps Guidance may be acquired and Sand Hill Rd. will likely aggressively push a portfolio of companies at Check Point, Juniper, and Symantec. In the meantime, FireEye will be well positioned for information security market transitions and immediate enterprise requirements.
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