When the music stops, will Vontu have a seat? It looks like our analysis was spot on. This week, Trend Micro announced that they are buying data protection provider Provilla. This puts further pressure on Symantec to pick up Vontu, and I still suspect it drives the price even higher. Of course, the flipside to this is that by cuddling up to SYMC, Vontu limits its chances and Big Yellow can just wait them out and grind them down. But then again, Symantec has problems of its own to contend with.
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