Mike Rothman's blog
Holy Crap! I took a job...
It's true. I've been named Senior Vice President of Strategy and Chief Marketing Officer of eIQnetworks. I've rejoined forces with Jim Geary, one of the co-founders of SHYM to work with the existing team and take eIQ to the next level. No, I wasn't expecting this. No, I wasn't looking for a job. No, I didn't "need" to. Yes, I'm probably nuts for taking another vendor job. But a number of pretty cool things came together and compelled me to make this move.
I should always remember that "never" is a very long time. Given my short attention span, the idea of "never" doing anything again is pretty silly.
First things first, you may not have heard of eIQ. We (wow, it's weird to refer to a vendor as "we") provide a security management platform that transforms the way security, audit and compliance professionals do their jobs. Our product set fits very cleanly into my world view of how security management needs to evolve and what the products in the space need to do.
Yep, I've pretty easily slipped my slick marketing hat back on, eh?
Security Incite will live on!
Obviously, I can't continue to parade around as an "independent" analyst. So as of today I'm no longer President and Principal Analyst of Security Incite. I think I'll just call myself Chief Blogger. That's right, I'll still blog right here and do my usual "no bull" analysis of what's happening in the security space.
I'm also going to evolve the Daily Incite to a more reasonable format for a part time "hobby." No it won't be daily (but I'm too lazy to change the logo), but that shouldn't be a surprise because it hasn't happened daily in about two years. I'll probably do 2-4 snippets twice a week or so. I'll also continue to do at least one detailed post a week based upon what I'm seeing in my travels and working with customers.
I'm not going to talk (much) about eIQ on the Security Incite blog, though tomorrow I will dig a bit deeper into my rational for making this move. Obviously I'll disclose when any of my posts would/could be influenced by my employer or slam my competition. Surprisingly enough, we're launching a blog at eIQ, so add that to your feed reader. Myself and a few of my colleagues will be blogging about security and compliance management over there.
Part of my job as SVP, Strategy is to be very visible in the community. So I'll be doing a lot of speaking engagements, trade show appearances, and meeting with enterprise customers. If you are interested in having me come speak to your group, I'm game - just drop me a note. I'll even bring a few Pragmatic CSO books to raffle off.
I'm humbled and grateful that all of you have joined me on this journey for the past few years. You've challenged my positions, told me about what is really happening out there, and become good friends. As I move into this new role, I hope you'll stick with me as I continue to poke fun at idiocy, fight mediocrity, and try to make a difference in how security professionals do their jobs.
At some point, I expect to open shop again as an analyst because I really do love the role. But until then, I hope you are still able to enjoy the Incite of yet another vendor puke.
Photo credit: "old time clock" originally uploaded by mbtrama
Pragmatic CSO Podcast #23 - Picking the Right Product
This week we'll focus on the 2nd half of Step 6: Buying Security Products, which get down and dirty in picking the product. We've already engaged with a long list of potential vendors (we discussed that last week) and now it's time to figure out what will work for you.
Next we do a bake-off and actually test the products under real world conditions. Then we develop our short list (based on products that can meet the need), then we get to negotiate. Get out your bat because that's what you'll be using. Finally the selection should be obvious if you've done the other steps correctly.
If you didn't get the Buying
Security Products ebook,
you can sign up for the Daily Incite email newsletter. If you read TDI
via a blog feed, just send me an email and I'll forward the guide over
to you.
Running time: 6:56
Intro music is Jungle and to close the show I bust out a classic from
the Pure Funk age called "Pick Up The Pieces" from the Average White
Band. Yes, you remember it. Yes, you love it. Get funky!
Direct Download: 23_Pragmatic_CSO_Podcast_23.mp3
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Photo Credit: haledavid1@msn.com
Pragmatic CSO review on Slashdot
Nothing like getting a little present on a summer Monday. I wanted to point out that a review of the Pragmatic CSO was posted today on Slashdot. You can check it out:
http://slashdot.org/article.pl?sid=08/07/28/1330215
Overall, Ben Rothke provided a balanced and positive review of the book, which really hits on the key points I try to highlight not only in the process, but also in my weekly newsletters and podcasts.
Pragmatic CSO Podcast now on iTunes
Now you can take the P-CSO on your iPod with you. This is great news, so now I can haunt you in your car, on an airplane, or even when you are running. Although since all of the podcasts are 6-7 minutes, it wouldn't be much of a run I guess.
To get the podcast, click this link and then it should direct you to iTunes to subscribe to the podcast. Screenshot of what you should see is below.
The Daily Incite - 11/18/08 - Peanuts 4 U
November 18, 2008 - Volume 3, #90
Good Morning:
It's the little things that make a big impression. Given my new gig,
I've been on the road quite a bit. Probably even more than I expected
and definitely more than I managed the Boss's expectations. I've been
doing this for a long time, so the travel itself isn't the issue. But
it's the state of the economy that is making travel less
enjoyable.
The fact is, we've all adjusted to the TSA and additional
security requirements of flying today. I got that Clear card, and at least
one time it saved me a bunch of time. But the incessant cost cutting on
the part of the airlines is starting to take its toll.
For instance, the flight attendant on yesterday's flight is walking
around with the little basket of snacks. Then she mentions that they
aren't carrying peanut butter crackers anymore. Hmm. Is it because of
an allergy thing? Of course not, the bags of peanuts are still right
there. It's a cost thing.
That's right. The peanut butter crackers are too expensive to give out
anymore. I guess the $15 a bag they are charging for checked luggage
isn't enough to offset the snacks. And now with oil prices back to a
reasonable level, you'd think I could get a peanut butter cracker - but
probably not.
The same cost cutting is happening in decent hotels. I'm writing this
from a Westin, which is a much higher end stay than I usually pick. But
I go to get a glass of water this morning and realize I'll only be
having a (plastic) cup of water. That's right, no friggin' glasses in
the Westin anymore. I associate plastic cups with a lower end hotel.
Like a Hampton Inn or a Comfort Inn. Not the Westin.
But I guess now it's plastic for all. Maybe this is the "sacrifice"
we've been told about having to make to get the economy going again.
The germophobic boss is probably fine with plastic, but me - not so
much. Though I better get used to it, it seems most businesses will be
cutting corners for a while.
Have a great day.
Photo: "Airline peanuts: Priceless" originally uploaded
by mcritz
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Incite 4U
There was enough news yesterday to fill up the Incite. It's
been a while since I've didn't have to go into my stored links to pull
stuff. But I'll get back to some stuff from late last week on Thursday.
- Security really is everyone's responsibility. Phil Schacter over at Burton makes that point,
and reinforces it with this pithy quote: "Security is also not something
an organization can purchase from any vendor or combination of vendors."
There have been a lot of us preaching this gospel for a long time. Yet,
I'm happy to yield the floor to Phil so he can reiterate the point. But
now that we've said it, what are we going to do to MAKE IT HAPPEN.
Right, it gets back to training, process, and accountability. TPA.
Hmmm. I kind of like that.
- What happens when you chop the head off the hydra? I can't
remember very well, but in the monster movies I used to watch as a kid,
if you chopped off the head of the monster, two or three would grow
back in its place. Now that the Internet community has shut down McColo,
do you think the flood of crap into your inbox is going to stop? Fat
chance. Fisher speaks to some folks that echo that sentiment. Clearly,
there will be a bunch more to pop up to take its place. It's an
economic thing. Until consumers stop clicking and buying, there will be
another 50 McColo's before we are done.
- Deal: Barracuda takes out another small company no
one has ever heard of. Buying 3SP, now the low-cost box maker
has a SSL VPN to drive through their channels. These folks have broadly
expanded their product line over the past year, but the question
remains whether a typical small company (that likes to pay $3K for a
box) wants 5 boxes. Or 1. I suspect they want 1, and it's not like
these environments have massive bandwidth requirements. So it's about
time Barracuda started integrating these functions into an integrated
device. Oh the horrors.
- Everyone is gunning for you when you're #1. Cisco is put through the ringer by NSS Labs
because the security modules that go in routers and/or switches don't
perform as well as stand-alone gear. Duh. If performance were the only
arbiter of security product success, a number of well-known companies
would be gone. But little things like simplicity and inertia also weigh
into the buying process. Also interesting in the article is a Nemertes
survey that says lots of users view Cisco as their "strategic" security
vendor, with Microsoft coming in at #2. Guess I need to revisit the
dictionary and see what strategic means.
- I'll take a menthol, please. Enrique Salem takes the reigns at Symantec
as John Thompson rides off into the sunset as they close the
MessageLabs deal. This has been in the works for years and Enrique has
been taking on more responsibility since the Brightmail deal brought
him back into the fold. If anything John Thompson did make bold moves
to remake the Big Yellow after years in the desert. Now the question is
what to do will all the high priced parts.
- Free as in beer. Both NetWitness and Mandiant release free
tools to help investigators figure out what's going on.
NetWitness makes their Investigator product free (of course, the
infrastructure to deploy it at scale - not so free), which is a great
way to build an upsell path to their enterprise product. Likewise
Mandiant's Memoryze does memory analysis, which aids in investigations.
I think this is great for the industry, since being able to investigate
an incident is one of the top skills needed for tomorrow's security
professionals. Kudos to both NetWitness and Mandiant for contributing
to the cause.
- Sun's recent layoffs seems to have created a frenzy in the
media. Uh, like this wasn't expected. They have been moving around the
deck chairs on the Titanic over there for years. Kudos to the MySQL
guys that got paid in cash. But the best analogy I saw was from Serdar
on his InformationWeek blog wondering if Sun is the GM of IT?
There answer is there are a lot of GMs of IT. DEC was maybe the
original, but maybe GM is the DEC of automakers. Anyhow, big companies
missing product transitions and going away is not a new phenomena. It's
happened before, and it's going to happen again.
- EMC launches a new "cloud" computing company, called Decho, which is really just two of their acquisitions bundled together. Perhaps they are looking to have VMware lightning strike twice. They've got about the same chances as the same tree getting hit by a lightning bolt. When you look under the covers, the Mozy online backup service is interesting (and everyone should be backing things up into the cloud - for $5/month, why not?). And it's not clear what Paul Maritz's PI thing was even doing before he got the call to rescue VMW. Regardless, this cloud bandwagon is going to be here for a while. Wait for everyone to jump on.
The Daily Incite - 11/14/08 - Positivity
November 14, 2008 - Volume 3, #89
Good Afternoon:
I got a question a while back from a reader about staying positive. As
I'm mentioned about a hundred times, I tend to be cynical and
pessimistic and I need to really work hard to keep a positive attitude.
I've made a conscious effort to be more positive and that means I have
very little tolerance for Chicken Little types that only want to focus
on the bad.
So how do I do it? The truth is some days are better than
others. But I surround myself with "can-do" folks, who look for ways to
get things done. Not reasons why they can't. When you work in a group
environment, it's absolutely critical for the leaders to build a
positive culture. Folks that don't fit into that need to find somewhere
else to work.
Recently I had to make a change on my team for that very reason. We all
deal with challenges every day. Sometimes decisions don't go your way.
Sometimes people screw up. But once something is done, it's done. Move
on. Let it go. Tomorrow is a new day and a new opportunity for things
to be better.
Besides the philosophy, I'm training my mind to let things go. I try to
take at least 15 minutes each day to not think. That's been a huge
tactic of mine to deal with the stress of existence and to not get all
caught up on negativity. Some meditate, others pray, but I
don't much care for definitions. Given the reality that my mind races
at all times, I need to take a few minutes each day to not race. To
slow down. To focus on not focusing. Yes, it sounds very Zen and part
of it is.
Learning to quiet my mind is the hardest thing I've ever attempted. And
I'm pretty crappy at it. But I'm getting better every day. I've found
this quiet time allows me to leave things behind. Once I'm done, I
don't have the baggage and I can be productive and jump into whatever
challenges await me that day. I find that when I don't have time to not
think, I am far less productive and far more irritable.
That works for me. Others like to think about how lucky they are. Some
exercise to relieve the pressure. I know folks that make themselves
laugh. Either at the futility of it all or about how others could be so
dim-witted to make an ill-advised decision. But it's important to find
a technique to get past "it." Whatever "it" is. Because if you can't,
you'll be sentenced to a lifetime of angst and grumpiness. I'm
fortunate that I've been paroled from that sentence. But my rehab
continues every single day.
Have a great weekend.
Photo: "positivity" originally uploaded by lanqui
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Incite 4U
TGIF. This week we had a sales meeting at my day job, and as
fun as those are - it's exhausting. The rush to get ready, the rush of
the training, and the rush of the parties all equal
exhaustion. I know I'll sleep well tonight.
- Shrdlu goes to town here about the counter goals of security, privacy and
compliance. The conclusion is that these groups really should
be separate because they all have different objectives that will
conflict with each other. In a perfect world, where we all have tons of
resources, that's absolutely right. But in the real world, we are
likely not staffed to do that. But we can factor in those objectives
when setting our success criteria and allocating resources. You need to
be a bit schizo to do security anyway, and this is one of the reasons.
Another gem in the post is the conclusion that compliance is a LOWEST
COMMON DENOMINATOR and if you aren't out ahead of compliance
requirements then there is no way you're either secure or compliant.
- Seltzer wonders if Government networks can be secured.
His answer? Theoretically they can. The reality, no they can't. But
it's not anything they are doing right or wrong. No large network with
the scale of the US Federal Goverment can be secured. There are just
too many ingress and egress points and too many different folks
configuring, changing and reconfiguring things. But that's the same for
any large enterprise as well. The goal shouldn't be to "secure" the
networks. If that's the success criteria, then we can't be successful -
so why bother? Defining success is the most important task for a senior
security professional, and being perfect (which is what "security"
requires) isn't practical. So manage those expectations with care.
- Microsoft talks about how they've evolved their SDL (security
development lifecycle) to support web applications and the
Agile development process. Once again kudos to Microsoft for using
their own sausage machine as a way to both illustrate what to do (and
sometimes what not to do), and use that experience to educate the rest
of us. The reality is that things need to happen faster on web time,
but the SDL necessarily make you take more time to ensure the right
controls and tests have happened. It's definitely a bit of an impedence
mismatch, so there is no wonder that most web applications are crap
from a security perspective. It'll be an ongoing battle, but at least
you can point to Microsoft and maybe jump over the inevitable potholes.
- Do not fight fire with fire. This quick little answer on
NetworkWorld's community answers the question of whether it makes sense to auto-respond to
sp*m. The answer? Not so much. Those messages are sent using
spoofed addresses, so the only thing responding will do is clutter the
network with more crap. So hope that your filter catches things, and if
not send it to the circular file. Richi Jennings has a similar answer on the
Ferris blog, but focusing on out of office messages.
- Deal: CA acquires Eurekify to add to
their role management capabilities within the identity suite. This deal
was actually pretty predictable since CA has been selling the solution
for a while based on an OEM. And the consolidation train continues down
the tracks.
- There is no free lunch. Techdulla talks a bit about Microsoft's new
BizSpark program, which helps startups by giving them an MSDN
license for 3 years. This is all about priming the pump and remember
there are very few incremental costs to stamping out a few more DVDs.
Sure a little support, but Microsoft is so massive, it's a rounding
error. And given that a lot of start-ups use open source tools (because
the price is right), presenting a threat to Microsoft over time - this
approach makes sense. Just be clear, they do intend on making it up on
the back end.
- Is DLP a nice-to-have or a must-have? That's the hundred
million dollar question. Code Green moves to attack the enterprise
DLP opportunity, but I'm still not a fan of this market. Not
that the technology isn't required, but it isn't a stand-alone. I've
been hearing that the Symantec folks (former Vontu) are doing well in
DLP, but the remaining stand-alone companies are struggling. McAfee
taking out Reconnex won't be the last fire sale we see. And as the
economy tightens, I don't think it's going to get better for the
vendors. Someone get some fire wood. We're going to throw a bunch more
DLP companies on the pyre in the near term.
- Check Tim Green's latest NAC column out to see an example of good marketing. A bunch of NAC vendors are now starting to look at additional use cases for the technology and to expand it's relevance. They chirp in Tim's ear and he goes and validates it. It's exactly the right thing to do, since unless there is a clear COST CONTAINMENT aspect to any new project, it's going nowhere fast in a down economy.
The Daily Incite - 11/12/08 - Reality Check
November 12, 2008 - Volume 3, #88
Good Morning:
It's time for a reality check. The US (and seems like much of the
global economy) is clearly in a recession and perhaps even worse. That
means companies are going to be streamlining their functions, wringing
costs out, and realigning how they do things. Smart companies invest in
taking market share during downturns, but they also make sure that
existing operations are running optimally. On the other hand, not so
smart companies just cut (seemingly) indiscriminately.
So what does that have to do with you? Basically you are at
risk. That's right, we all are. In this kind of environment, you CANNOT
make assumptions about whether your organization shares your opinion
about your value. So it's time to revisit how you quantify your value
to the organization and what kind of accomplishments you've achieved
this past year.
It's almost salary review and bonus time (if you work on a calendar
year), so it's not a bad time to go through the process now anyway.
Basically, this is Career Management 101. If you expect your boss (or
bosses boss) to be watching your back, you may be sorely disappointed.
You see, most people spend most of their time watching their own back.
It's just human nature.
Which brings up the complexity of actually showing value in a security
role. It's really hard to quantify and most of the senior team doesn't
care. Until an incident happens and then they care a lot. That's why I
am always harping on a strong security program. With success criteria,
milestones, and the requisite relationship building at the senior
level. If you are invisible, you just become a name in a spreadsheet
with a lot of names that are shown the door. If you are part
of the team, it's not as easy to make that call.
So be a little proactive this week and start the process of tooting
your own horn, working your contacts, and making sure the senior folks
feel the love. Better that than trying to find another gig.
Have a great day.
Photo: "Reality Check" originally uploaded by aldrea
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Incite 4U
Wow, a lot of stuff piles up when you don't hit your reader
for 4-5 days. After wading through a pile of crap, I've got a lot to
talk about. It'll take me a few Incites to get through everything.
- Yes, it can happen to you. Looks like neither the Obama or
McCain campaigns were reacting faster, since the FBI had to tell them they'd been owned by
some foreign government (allegedly, of course). But it
highlights the fact that if someone wants to get into your stuff, they
are going to. Period. So you need to be able to detect funky activity
(like important policy documents been moved to outside services) and
investigate quickly. I can tell you that it's unlikely the FBI will
proactively alert you, like they did the campaigns.
- Looks like a new new thing is strong authentication for
SaaS offerings. I've seen a few start-ups targeting that space
(TriCipher and Symplified), but the big dogs are coming home. VASCO announces an initiative to extend
their authentication infrastructure to the cloud. It seems
more like fluff and strategic intent, but it's clear none of these
folks that make a lot of money milking tokens are going to give up
their cash cow easily.
- I'm with Imperva's Sharon on his point that you
should test your applications after every change. Besides the
fact that the PCI powers believe it's the right thing to do, it
actually is. Software is pretty complicated and changing it usually
results in a bunch of regression problems that can create
vulnerabilities. Actually, you don't have to test after you make an
application change. You can wait for the bad guys to let you know
you've made a mistake. And they will.
- Regardless of what Stiennon thinks, "consolidation"
continues unabated in the security space. Now it's Marshal and 8e6 joining together as a
"merger of equals." Equals of what is the question, but
strategically it does make sense since email and web filtering are
coming together as this "content" security layer leveraging common
service such as reputation.
- Hopefully you all have added the eIQviews
blog feed to your reader, so you can get more Rothman all the
time. Our compliance evangelist, John Linkous, is doing a series on
Security Information and Event Management (SIEM) over the past week and
will finish that up with two more posts. The first two (Part 1 and Part 2) deal with defining SIEM
and pinpointing some of the issues. That miraculously enough eIQ
solves. :-) How bout that marketing puke!
- Is SRP good enough? eWeek takes a look at Microsoft's Software
Restriction Policies, which is simplistic white listing. I've
been pretty vocal as to the importance of white listing moving forward
and it's good to see Microsoft pushing forward on this. As a feature,
of course, which means the independent vendors doing this need to
continue pushing on additional value, and then hope that Big AV
realizes they need this to get a deal done.
- Is a content pirate getting you down? I tend to just
disregard when some unscrupulous folks syndicate my feed and sell
advertising around it. But if you are a bit more vindictive than I
(though I have my moments), you can take an approach like Ian Lurie,
who maps out a path (which anyone can do) to make it pretty unsavory
for someone to steal your stuff.
- The more things change... Secure Computing recently did their Q3 threats report and as much as many voted for change - it's still more of the same. Though political attacks predominated, we still have to pay attention to email security. Or run the risk of repeating history.
Worrying about the "right" stuff
I was filling the tank over the weekend and I was kind of shocked. I was able to get gas for $1.93 per gallon. I can remember waiting in line and paying over $4 only a few weeks ago. I filled the entire tank for about $35, which is kind of shocking.
It's amazing how far and how fast gas prices have come down. At the end of the day, I don't control gas prices. It seems the financial speculators do. They drove up crude oil and now the brought it back to earth. All I can do is manage my own fuel consumption, and hopefully I'll keep the focus on driving less - now that gas seems to be at a reasonable price. For a little while anyway.
A lot of folks are worried today. Worried for their jobs. Worried for their health insurance. Basically just worried. And justifiably so, but that doesn't make worrying either productive or worth doing.
A lot of the stuff happening around us is out of our control. I can't control gas prices, no more than I can control if a big prospect decides to push out a project. No matter how hard I work or how much I worry - the end result is going to be the same.
So don't worry, be happy! I think I've heard that somewhere before.
That doesn't mean that we don't work like hell to impact the stuff we do control. You can't dictate the resources and funding that you get to complete your security projects. But you certainly can make the case for why you need more (but don't expect to be successful). More importantly, you can make sure everyone understands what's NOT going to get done. But don't get wrapped up in the outcome. You don't control it and decisions are going to be made "above your pay grade." That's fine. Right now it's about staying focused on the things that we CAN control.
When times get difficult, a couple of sayings echo on my head. The first is "this too shall pass." I can tend to be a pretty excitable character, but I'm trying to keep everything in better context. It's not a sprint, it's a marathon and you have to get comfortable with the dips.
The other is the serenity prayer. I'm not really a religious guy, but this one also makes a lot of sense to me. "$deity (thanks Hoff) grant me the serenity to accept the things I cannot change, courage to change the things I can, and the wisdom to know the difference."
Go get something done today, and stop worrying about the stuff that you can't control. You'll be happier for it. I promise.
Photo: "Don't worry" originally uploaded by partsnpieces
Photo1: "Cheap Gas! Midwest City, Oklahoma on 30 Oct 2008 - $1.97 per gallon" originally uploaded by wfryer
The Daily Incite - 11/06/08 - No sharing (and it's a problem)
November 6, 2008 - Volume 3, #87
Good Morning:
One of the things I've always enjoyed most is getting to work with
customers that are trying to solve some pretty tough problems. It was
less fun when I need to solve those problems myself, but being able to
offer some advice, and try to position any number of different
alternatives remains a fun challenge for me. And this is pretty
consistent whether I've worn a research hat or am representing a
vendor.
Being at the Information Security Decisions show has given me
the ability to have a number of great conversations with folks and
figure out what's on their mind. I got into a pretty detailed
conversation last night with someone who was asking why security folks
don't talk about breaches and other issues more openly.
That's actually a great question and is (I think) the underlying
concept for "The New School of Information Security." The book is still
on my nightstand, and I guess it's probably time I crack it open and
see what those guys have to say about the topic.
I explained to the person about the general paranoia of a security
person, which is a cultural impediment to sharing a lot of information.
But if that was the only reason, it could be overcome by a grass roots
effort. The real problem is liability. If companies talk about their
data breaches, then the tort lawyers have a ton of ammo to sue the
pants off these companies.
At the show Mandiant's Kevin Mandia did the keynote on the state of
incident response. One of the points he made was that in a breach
scenario, it's critical to restrict information as closely as possible.
Leaks happen and the information is usually neither complete nor
accurate (remember the telephone game?). If you can restrict info as
long as practical, it's best for most.
But that is obviously counter to using the massive number of industry
breaches as instructive for all. So each company only gets to learn
from their own mistakes, and that obviously makes it a much longer road
to get better at protecting data. Yet, as long as there are significant
financial penalties for sharing information, it won't happen. And
that's a shame, but it is what it is.
Have a great weekend.
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Incite 4U
I'm continuing to adjust to the new demands of having a job
and all that entails, while keeping up with my industry reading and the
Incite. I'm still way behind in my reading, so many of these news items
are still a week or so old. I plan to catch up over the weekend, and
then get back into a better rhythm. That's the plan anyway.
- PwC does their annual information security survey and finds
security is still driven by compliance, as well as mergers
and Web 2.0. Hmmm. First of all, I wonder if/how that has changed over
the last 6 weeks. Back over the summer, I still saw compliance as the
primary driver, though Web 2.0 was driving a lot of hype and getting
folks to kick tires a bit. Virtualization security fit into that latter
bucket as well. I do expect security spending to hold up better than
other software markets, but that doesn't mean it's going to hold up
well.
- Cisco announces a good quarter, but a
crappy outlook moving forward. Their security business grew 19% year
over year, which is again further evidence that 1) it doesn't matter if
your product is best of breed, and 2) big is still the new small. But
check out their earnings call transcript because
there is some great stuff there about how to deal with a downturn.
Great stuff.
- An agile Big Yellow? Hold the presses. Symantec has started their own internal
incubator to give folks the ability to develop ideas outside
of the "machine" or the big process the drives product development in a
multi-billion dollar company. Actually this is a great idea, since the
risk profile of leaving the mother ship and starting a new company is
pretty ugly right now. I suspect a lot of engineers would jump at the
chance to start new things, but within the warm embrace of a reasonably
safe paycheck. And who knows, maybe some of them will actually come up
with something.
- Understanding the "brave new world." Chris Wysopal of
Veracode eloquently discusses something that we probably already knew,
but didn't want to say. Everything is a target, which means everyone
has to worry about little things like application security.
Of course, this is great news for Chris at his day job, though because
everything is at risk doesn't mean everyone will decide they want to
address that risk. Yet, I don't want to minimize the point, which is
that you can't assume they don't want to target you anymore.
- Little companies need IPS too. SourceFire
goes down market with a few appliances targeting smaller organizations.
I know, I know - it's not an IPS. It's their 3D system, which does more
than just IPS things. Blah blah blah. The important part of this is
that at some point every company needs to figure out how to get smaller
companies to pay them money. And they also have to figure out the
channel, since that is how you get to smaller companies. This is
actually pretty predictable given the background of Burris (the new
CEO), and is the right direction to go in.
- 20% of 0 is still 0. Speaking of budgeting and security
spending drivers, SearchSecurity highlights a recent survey
saying community banks are going to increase security spending.
I wonder if they took the results of the banks that aren't going to
survive out of the analysis. OK, that was probably a low blow, and I
suspect the survivors will have to spend more on security, but it's not
clear how many survivors there will be.
- OMG Gartner is blogging. Not Gideon Gartner, but some
Gartner analysts. And it doesn't seem to be overly filtered. That's
kind of cool. Pescatore is one of the security bloggers and makes the
point that the Morris worm is no longer a teenager.
Funny thing is that I was actually at Cornell when the worm hit. I
vaguely remember some discussion about it, but it didn't seem like such
a big deal. But then again, if it wasn't made with hops or agave, it
wasn't much of a big deal to me back then. He shows all the major
outbreaks since then, which is always good to see graphically.
- While FIRE is going down market, Code Green is going up market with a new enterprise-focused DLP platform. I'll make the same point I made before, but in a converse way. It's very hard to build a self-sustaining business only on the back of SMB as well. There are very few examples of that. So you do need to play in both. Now the real question is whether DLP is enough of a stand-alone market to support either the SMB or enterprise segment.
The Daily Incite - 11/04/08 - Get out and VOTE!
November 4, 2008 - Volume 3, #86
Good Morning:
Today is the big day. After 21 months of waiting, the suspense will be
over. Maybe. All across America people will do their civic duty and
VOTE. Though with the advent of early voting, many folks have already
cast their ballots. There will be record turnout. And I think that's a
great thing. I've already mentioned that I've become an election news
junkie. Thankfully that will all be over today and I can get back to my
regularly scheduled life.
I remember my Mom taking me to the polling place at Grandview
Elementary when I was maybe 4. That would have been the 1972 election.
I remember walking into the booth with her (and it really looked like
the picture on the right, curtain and all), and she flipped the
switches and then pulled the lever. It was cool then, and it's cool now
- although now we press a button, as opposed to pulling the lever.
The Boss is taking our oldest to the polls (she's off from school) and
I think it'll be a great experience for her. Amazingly enough, her and
her 7 and 8 year old friends talk about politics. They've said some
funny things about the candidates, that they must hear from their
parents. Evidently those kids do listen to our adult conversation. Got
to keep that in mind.
A lot of folks have asked me why I've been so immersed in the election.
Sure, I'm one of the 80% or so that don't approve of the current
administration. I'm also one of the 95% that think the US is moving in
the wrong direction. But that's not it. I thought the same way in 2004
and wasn't nearly as engaged.
It's because I have finally realized how long 8 years is, and how
important a decision this is. 8 years ago, almost to the day, my oldest
daughter was born. She was just days old when the 2000
election happened. And now I look at her, and she's a person. I realize
that 8 years is in fact a lifetime (for her anyway).
But enough politics. Get out and vote today if you can. I don't care
who you vote for, just remember that a lot of folks continue to fight
and die for our freedom and voting is the best way to both honor their
memory and make a difference. Yes, every vote counts.
Have a great day. And if you are an American citizen, get your ass to a
polling place and vote (if you haven't already).
PS: I took some time off last week, as Alan so kindly noticed. It has
nothing to do with my new job or my ability to continue Inciting a few
times a week. I guess my only mistake was not showing my note to the
hall monitor. Read Alan's post, it's funny.
Photo: "60's-tastic" originally uploaded by msmail
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Incite 4U
One of the advantages of taking a week off is that there is
plenty of stuff to cover when you get back. That is after I spent
yesterday on the road and wading through my overflowing inbox. So
basically today's interesting stuff is broken up into two sections, a
variety of things that happened last week, and a special "earnings
watch" section since many of the public security companies announced
their earnings last week.
- IT security spending not darkened by economic gloom?
Really? I guess according to the folks that NetworkWorld talked to. I still
don't believe it. I recently read a survey in ChangeWave investing that
showed even the vaunted security software market is poised to contract
a bit next year (though less than everything else). I think it's
ridiculous to think that in what will likely be a fairly severe
recession that anything is "not darkened by economic gloom." Rain is
not selective folks. When it pours, everyone gets wet.
- Hoff puts a lot of the coming economic turmoil into context,
basically saying a lot of the doom scenario folks are fearing were
already in motion. Playing off a piece by Amrit, the Hoff makes the point
that "Times are tough. So are we." Yes, we are security folks. But that
doesn't mean we don't need to continue focusing on how to do more with
less and do that more better than before.
- Are we entering the age of whitelisting? Seltzer thinks so, and I do think
the whitelisting solutions are maturing enough to be useful. I've been
a big fan of whitelisting for quite a while, but also understand that
it's a feature. It's another defense mechanism to make things work
better. It's not in lieu of other methods of detection, it's to
supplement what we already do. If we keep that context in order, I
think whitelisting has a bright future.
- If you can't beat them, join them. Webroot finally rolls a full consumer
security suite to take on the Big Yellow, Little Red and the
other 7 dwarfs of AV. Of course, even the smallest of dwarfs is bigger
than the ENTIRE DLP market. But that's another story, for another day.
- This guy can break your stuff. Interesting
interview from Dennis Fisher with the guy from that Tiger Team TV show.
Remember, these guys can get into your network. The question is how
easily and how can you pick off the lowest hanging fruit. And also to
remember to test your stuff. Guys like Chris Nickerson can do it
proactively, or bad guys in foreign lands can do it also. You tell me
how you want your facial delivered.
- Azure sounds like something I want to put in a shot glass,
but it's really Microsoft's cloud computing umbrella.
The point is not about whether cloud computing will happen. It's about
how you think about protecting your information when that information
is no longer within the walls of your enterprise. It's happened already
(salesforce.com, anyone?), and once Word and Excel don't suck in a
hosted version, it's going to happen a lot more. Most security folks
have basically stuck their head in the sand. That's not going to be an
option for too much longer.
- I read yesterday that airline traffic is approaching
post-9/11 levels. That's not good for the airline industry, though I
seem to be keeping them afloat single-handedly. NetApp uses that excuse as a reason to
cancel their user conference. Regardless of the reason, it's
time to start thinking about how to collaborate more effectively in a
remote context. "Virtual trade shows" have pretty much sucked to date,
but I expect a lot of innovation in that space. Because it's becoming
less cost effective every day to pack up the 20x20 and head off to a
show to stand around with 100 vendors. Conference organizers take note.
There is a new day dawning.
- Great explanation here by Michael Howard on how the recent out-of-cycle patches happened for Windows. This is a great example of having (and executing on) a containment strategy. Stuff is going to happen, even with the vaunted SDL on watch. Michael pinpoints how the vulnerability slipped through and what they are going to do to make sure it doesn't happen again. This is the way it's supposed to work folks. Once again, we can all learn from how Microsoft handles the security of their O/S.
Earnings Watch
As mentioned above, it seems that some folks think security is immune to issues. The latest earnings results from many of the security companies indicate things are slowing, but not all bad. I guess I'm still in the pessimist camp. I speak to a lot of folks and they tell me it's slow. The Feds saved a number of public company's bacon in this last Q and I certainly hope that continues. Though I'm not betting on it.
-
- Websense announces a good Q3. They expect it to continue. (release) (earnings transcript)
- Check Point also announces a good quarter at the upper
range of guidance. (release)
- SonicWALL announces mediocre numbers and folks have to
start wondering when they'll be put out of their misery either by an
aggregator or by private equity. Oh yeah, like private equity funds can
raise any debt nowadays. Not so much. (release) (transcript)
- Secure Computing announces numbers as well. A slight GAAP
decrease, but soon it will be McAfee's problem... (release)
- Speaking of McAfee, they show a strong quarter. I guess
DeWalt is still picking the low hanging fruit of years of poor
execution. Though they showed strength in places like IPS and remain
upbeat for the coming year. (release) (earnings call)
- Symantec announces a decent quarter but disappointing
guidance and some layoffs, evidently they are not immune to the global
economic malaise. Or is it still an execution problem? Or are they just
being more honest than everyone else. (release) (earnings call)
- Sourcefire's new regime seems to be picking some of that
low hanging fruit. Though they are still losing money, if revenue goes
up (McAfee also announce strong IPS sales) they can stabilize the ship.
(release)
- The rest: Zix (release), VASCO (earnings call), Entrust (earnings call)


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