By Toby Weir-Jones, Vice President of Product Development, Managed Security Solutions Group, BT Global Services
In March 2008, Marcus Ranum and Bruce Schneier wrote a “Face-Off” piece for Information Security that debated whether ongoing consolidation of security products under increasingly-large aggregate vendors was a bad thing (Marcus) or irrelevant (Bruce).
This April, Symantec announced two more additions to its portfolio – long-time encryption software provider PGP Corporation, and GuardianEdge, a provider of endpoint encryption tools for hard drives and other mobile devices. We should reasonably assume that these capabilities will continue to be offered in stand-alone form for at least two to three years, but there are obvious synergies where, for example, PGP/Universal might be integrated into the MessageLabs mail gateway services, or GuardianEdge may become an add-on capability for the consumer market by way of Symantec’s AntiVirus platform.
Our focus, however, is on the enterprise market, and whether adding these capabilities to the overall Symantec portfolio is likely to be a good thing for the company (increased sales, better margin), the customer (more capability from an existing vendor, better inter-product interaction), or the industry (fresh opportunity in newly-vacated market segments).
Presumably Symantec believes they can capture increased margin by having a lower overall cost of sale, better retention, and more growth potential, among other financial metrics. By extension, they therefore believe that these sorts of products still have a useful lifespan ahead of them, which is slightly ironic given that PGP’s prior dalliance with McAfee (then Network Associates) ultimately led to PGP co-founders buying the assets back and re-launching as a privately-held firm.
GuardianEdge doesn’t have quite the same “been there done that” history with large corporate owners, but their customers may have similar questions: Will we still be able to buy the same product, with the same ability to influence the roadmap, at the same or better pricing? Will PGP continue to support the Internet Engineering Task Force (IETF) and have an open-minded architecture, compatible with every major enterprise platform?
The reality is that, even if changes occur and certain customers become alienated as a result, new customers will come forward to take their place. The focus, instead, should be at the industry level. Consolidation, particularly in the security space, is often an indication that a solution has become mainstream, or worse, may be headed towards commoditization. Security solutions require innovation and non-traditional analysis of business problems in order to find a good fit for a new tool or service. Opportunity exists in areas where creative thinking isn’t held back by convention, or the status quo, or the need to satisfy corporate procurement agents.
That said, I hope the PGP brand survives. Most of us in the security space have stories that somehow involve PGP — whether it was “exporting munitions” in the form of carrying copies of algorithms through airports, or first being asked to sign someone else’s public key whom we respected. Undoubtedly, these weren’t the activities of corporate customers – they were too esoteric, too complicated, altogether too nerdy – but they were all part of creating a demand for encryption and privacy tools which are now, many years later, much more widely available, and sanitized for normal users’ protection.
Assuming the actual quality of the implementations remains high (and that is a BIG assumption), that is probably the best we should reasonably anticipate for any particular security tool that becomes essential to our routines. The challenge, really, is finding a new way to establish that essential quality, in response to the latest challenge and opportunity.