Opinion

Want it straight, then go to the top


Sitting down with a senior management figure at a vendor is always an interesting experience. They take your questions and respond directly and with a complete absence of waffle.

Presumably media trained up to the hilt, the president will take a query and deal with it in the way that will not have any negative repercussions on its share price, will be in line with previous announcements and give you just enough of interest without disclosing anything they would have wished to have kept private.

So when a senior industry figure tells you that they are going to be acquisitive you can be assured that not only does they mean it but for you to be told so openly then it's clearly more than just a vague intention.

It's also refreshing to hear someone talk about consolidation with practical meaning rather than just a phenomenon that is happening elsewhere in the industry.

Hat's off to Check Point's president Amnon Bar-Lev for being open about the plans to acquire and the reasons why they might. As he points out the security player has the cash, the intention to expand where it is complimentary and has already done so developing its own strong consolidation track record over the past few years.

It might be one of the oldest cliches in the book but when it comes to security consolidation and Check Point it really is going to be a case of watching this space.

This was first published in February 2012

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