Bayshore Comment: This is alarming, but not surprising. We live in a very dangerous cyber world and our military and top companies are prime targets for powerful sovereign states. As we cannot protect the perimeter…port 80 and even port 443 are often wide open these days… the only way to ensure the security and integrity of mission-critical apps is to deploy Layer 7 Application Firewall in the infrastructure. Excerpt from Bloomberg: China Has Ability to [...]

Bayshore Comment: It is not a surprise to see what is arguably the most powerful company in the Western world continue its market share slide in the world’s largest Internet market (as measured in Internet population). Commercial Espionage accounts for 1/3 of illegal activities on the web. It is almost impossible to defend the perimeter. Mission critical enterprises such as Google, IBM, GE, or defense companies such as Lockheed, need to deploy Layer 7 Firewall [...]

Bayshore Comment: As we said yesterday in our blog, security spending is moving to the core from end points. We know why from below. End point security is getting commoditized and the free stuff is getting “good enough”… especially if you are only spending a few hundred bucks on a Tablet… Excerpt from Forbes Study Finds Microsoft’s Free Antivirus As Effective As Symantec’s Norton Oct. 19 2010 – 9:40 am By ANDY GREENBERG When Microsoft [...]

Bayshore Comment: Pretty impressive growth by Check Point: 17% organic revenue growth, 22% product growth; 58% Operating Margin…not bad when IT spending is growing at 3-4% this year. We are not surprised…as we have seen, the security dollars are trending towards the infrastructure core and data center driven by cloud computing and virtualization. We are also benefiting from the same trend in our Layer 7 firewall business, driven by strong demand from high-end enterprises and [...]