I think the Microsoft/RSA announcement gives DLP, in general, some added credibility. I don’t see this having a great competitive impact in the market in the short run, but in the long run, it shows an attempt to integrate existing technology with newer DLP functionality to address the growing concern of data loss. It appears now more than ever that some level/aspect of DLP may be built into some applications. I’ve heard some predict that DLP will go by the way-side as all apps include data protection capabilities, but I still think that the DLP products will play a role in monitoring the gateway, managing policies, reporting, etc.
What I think is funny is that over the few weeks leading up to this announcement, I had an increase in Microsoft employees requesting information. In hindsight, this was a clear indication that something was brewing.
More interesting now is the fact that in the past few days there have been a handful of informational requests from CA employees. Perhaps another acquisition at CA? If I were some of the smaller DLP players in this economy, I may want to cash out now rather than face potentially a few years of uphill battle for revenue.
On the economics of our time, from talking to others selling this technology, the only way they’ve been able to sell through Nov and Dec is with huge discounts.
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