[Uh-oh, here comes a venture capitalist, there goes the neighborhood]
If you could invest in a firewall company (not your own), who would it
be?
Related to that, after reading the mail list archives and the FAQ, I'm
beginning to believe the firewall market will be two-tiered: high
end, Fortune 1000 enterprise firewalls and "low end," unfortunate
100,000 firewalls. The enterprise variety will compete based on "the
best" security, scalability, manageability, performance, and
compatibility with overall enterprise network security. The small
business firewall market will have "good enough" security, attractive
pricing, and features appropriate for two- or three-tier distribution.
Do you agree? And if so, who are the leaders in the enterprise
firewall market, and in the small- to medium-size business firewall
market? Or, as someone has suggested, will the current leaders be
swallowed into ISP functionality (for the enterprise? for the mass
market?)?
Don Gooding
Research Partner
Accel Partners
dgooding @
accel .
com
http://www.accel.com
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