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. |
Expectations are too dire. People are somewhat dismissing these companies' stronghold over the consumer security market. |
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. |
Frankly, we question the timing of this announcement on the heels of one of the largest mergers in the history of software, |
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. |
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. |
When all is said and done, we expect the company will likely be able to exceed its conservative forecast. |
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. |
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. |