Symantec Q1 Performance Rekindles Veritas Debate - Page 2

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Other experts remain unconvinced that Veritas is a good fit however, citing differences in the types of security products needed by storage-intensive customers, and those that Symantec provides.

Mike Karp, analyst with Enterprise Management Associates, Boulder, Colo., said that Symantecs vision for marrying security and storage is correct, but that its implementation of the idea has been lacking.

"There absolutely is and needs to be a fundamental linkage between security and storage, but the kind of security software Symantec offers does not fill the bill," said Karp.

"When IT managers want to link security with their storage, identity management is the key; Symantec does none of that, and as a result has no security footprint inside the enterprise IT room beyond anti-virus protection."

Rival vendors such as systems management specialists CA have a "significantly more viable coupling" between storage and security, he said.

Some, including Charles King, analyst with Pund-IT, of Hayward, Calif., believe that EMCs move to snap up RSA makes more sense than the union of Symantec and Veritas.

"EMCs acquisition of RSA is a more astute pairing, as they gained an ally whose products and expertise fit well across a range of EMCs existing solutions and customers, and who also brought a healthy legacy business to the party," said King.

King said that while Symantec and Veritas share some common pursuits, the deal seems more in the line of one company bolstering its business.

"The Veritas purchase was essentially a tactical move whose full worth wont be known until Symantec feels the full weight of Microsofts assault on its security business," King said.

Some security market watchers contend that the process of integrating Veritas, and finding ways to market the two companies products together, remains a significant challenge to Symantec, and CEO Thompson.

Peter Firstbrook, analyst with Gartner, based in Stamford, Conn., said that some Symantec customers have become frustrated, and outwardly critical, of the companys extended growing pains.

"There has been a lot of grumbling over the quality of Symantecs support and service for Veritas products, and Thompson acknowledged there was a problem in the companys ability to find skilled technical help to address that," Firstbrook said.

Firstbrook added that some security customers believe Symantec is spending too much time on Veritas.

/zimages/2/28571.gifClick here to read about EMCs acquisition of RSA.

"The company [Symantec] told them [customers] they made the deal to get security prowess, but then theyre trying to talk to them about storage a lot; its the tail wagging the dog to an extent."

Firstbrook said that many security customers may also be waiting for Symantec to get all the various products it has acquired over the last several years integrated into its own packages.

While the company has done well with the marriage of products from acquisitions such as Brightmail, which addresses a growth market in the messaging security space, Firstbrook said that the rest of the companys roadmap has not been made as clear as it should be.

"Overall the security market has slowed down, but they [Symantec] also have a lot of integration work aside from Veritas that could be slowing buying cycles," said Firstbrook.

"People are looking at that and thinking it all could work well as a consumable package someday, but they dont want to be Symantecs guinea pigs, and theyre taking a wait and see approach."

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