Kudos to ArcSight for having the chutzpah to go public rather than wait around to get acquired. What does the company's IPO mean to the market? Three things.
1. The space is on fire. ArcSight revenue was up about 75 percent year over year--from just under $40 million to just under $70 million. A testament to ArcSight? Absolutely, but the whole log management space (along with its security and compliance analysis aspects) are as hot as can be. ArcSight is one of the boats in this rising tide.
2. ArcSight makes the short list. Yes, the competition is steep. … Read more