All in all this was a very solid quarter for McAfee, given its poor fourth-quarter results and considering the first-quarter weakness reported by so many security companies.
Frankly, we question the timing of this announcement on the heels of one of the largest mergers in the history of software,
When all is said and done, we expect the company will likely be able to exceed its conservative forecast.
For more sophisticated users, it's a small price to pay to get security that you know works from a vendor who has been doing it for 15 to 20 years. It's a different ball game for Microsoft who is not known for security.
Symantec has fantastic brand awareness. Norton users won't be easily dislodged. We won't see a dramatic shift when Microsoft enters the business.
Symantec has fantastic brand awareness. Norton users won't be easily dislodged, ... We won't see a dramatic shift when Microsoft enters the business.
Expectations are too dire. People are somewhat dismissing these companies' stronghold over the consumer security market.
When you consider all the identity theft that is taking place now, the challenge for RSA is to monetize that, ... It's easier said than done.
Unfortunately, disappointing earnings have been a pattern for Magic Software in recent weeks. This is the fourth time in the last six months in which we have reduced our earnings-per-share estimates for the company.
