July 22, 2005 11:57 AM PDT
Is there method in Microsoft's security buys?
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vetting code before pushing out products. Also, Microsoft does have protective programs that it built itself, such as the Windows Firewall for PCs and the ISA Server firewall for server computers.
This internal development and the outside acquisitions have left Microsoft holding a range of technologies. The question is how the company will tie all these together and how they can work with its lineup. "It is not the purchase that is important; it is how well Microsoft can integrate the purchase into its existing products and services," Directions on Microsoft's Cherry said.
Signed and sealed
Microsoft has bought up key companies and intellectual property rights with an eye to offering security add-ons for Windows systems and company networks.
- FrontBridge Technologies
- Company: Based in Marina del Rey, Calif. Privately held
- Products: Hosted e-mail and messaging security and compliance services
- Deal: Acquisition expected to close before the end of the third quarter pending routine regulatory review
- Date: July 2005
- Plans: Offer Exchange users a hosted service for security and compliance
- Finjan Software
- Company: Based in San Jose, Calif. Privately held
- Products: Appliances for behavior-based protection against unknown security threats
- Deal: Minority investment, patent licensing
- Date: July 2005
- Plans: Microsoft has not said how it will use Finjan's ideas in products
- Sybari Software
- Company: Based in East Northport, N.Y. Privately held
- Products: Software to filter viruses and spam on networks. Antivirus engine not included
- Deal: Acquisition, now a subsidiary
- Date: February 2005
- Plans: Antivirus and antispam tool for e-mail and collaboration servers
- Giant Company Software
- Company: Based in New York. Privately owned
- Products: Software to combat spyware, pop-ups and spam
- Deal: Acquisition, now a subsidiary
- Date: December 2004
- Plans: Anti-spyware product for Windows (in beta for consumers), enterprise version also planned
- GeCad
- Company: Based in Bucharest, Romania. Privately held
- Products: RAV antivirus engine
- Deal: Sale of technology and intellectual property
- Date: June 2003
- Plans: Paid antivirus add-on for Windows; to integrate with Sybari software. Also used in Windows Malicious Software Removal Tool and OneCare consumer security product
And that is where the company has not delivered, Cherry said. The software maker bought GeCad in 2003, but the antivirus technology has yet to surface in a Microsoft product. Yes, in its security patches Microsoft offers a tool to detect malicious code, but it is not "obvious that they have capitalized on the GeCad purchase," Cherry said.
Also, while the Giant anti-spyware product was turned into a Windows AntiSpyware beta release within a month, it still is in its first beta seven months later, and there is no word on when a final version might be delivered, Cherry said.
Integration of acquired technologies takes awhile, Microsoft's Roberts said. "Like most investments, technology investments often require time to mature in order to realize their full potential to customers," she said.
Microsoft appears to be busy working on its product portfolio. Selected testers recently got their hands on Windows OneCare, a subscription antivirus and anti-spyware service for consumers. OneCare marks Microsoft's entry into the antivirus space--until now the domain of specialized vendors such as Symantec, McAfee and Trend Micro.
As with Windows AntiSpyware, however, Microsoft has not committed to a delivery date for the final OneCare product. A broad public beta is planned in the United States later this year, Microsoft has said.
Microsoft completed the acquisition of Sybari last month. The company continues to offer a range of Sybari products for Windows. Microsoft has also said that it will support the Sybari lineup predating the buy, but that it plans to stop selling tools for Unix and Linux.
Jupiter Research's Schatsky predicts that Microsoft will slow the pace of acquisitions over the coming year.
"At the same time, the pace of integrations may increase, as they have obtained a lot of new technology that now needs to be integrated into their products," he said.
Over the next months, a sense of Microsoft's grand plan for security may well emerge. But for now, some industry insiders are left scratching their heads, given the pattern of acquisitions. Microsoft's latest security buy, that of hosted e-mail security services provider FrontBridge, has Dean Drako, CEO of e-mail security appliance maker Barracuda Networks, wondering what the company is up to.
"Microsoft has traditionally been more of a software company than a service company," Drako said. "I am not sure what is going on."
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That is Microsofts way of getting and staying on top. Buy out and destroy the competition.
Look at Acrylic, they bought some decent software and ruined it to the point of it being a really bad copy of a crappy Photoshop knockoff, that does 10% of what photoshop does.
That is MS innovation for you.
the issues that keep security companies in business not buying
them up. Independent third parties will always be better as a
watchdog rather then a wholly owned subsidiary.