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From: Greg Shipley (gshipleyNEOHAPSIS.COM)
Date: Wed Apr 04 2001 - 19:06:55 CDT

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    On Wed, 4 Apr 2001, Aaron Bawcom wrote:

    > Many sources of this type of information usually include heavy spin.
    > Reliable sources of market data can be retrieved from the market research
    > firms such as IDC (www.idc.com), Yankee (www.yankee.com), Frost & Sullivan
    > (www.frost.com), Gartner, Forrester, Tully, etc. These are great places to
    > find the information you are looking for.

    I couldn't agree more. BTW, does IDC have any real stats on
    *specifically* the IDS market, or do they just have their 100,000ft view
    of the security industry, explaining how it is going to be at a
    quadrillion dollars by 3006?

    Since we are back to the game of quoting nebulous stats without quoting
    the source, I thought I'd at least toss in that the only recent IDS info
    that I know of is the Frost&Sullivan report, and even THAT is quite
    nebulous (I couldn't find any information on their sample size and
    sources) - not to mention outdated.

    From the 2000 Frost&Sullivan report, we've got:
    (from http://www.nwc.com/1122/1122f3.html)

    Cisco - 28%
    ISS - 27%
    Axent - 19%
    Others - 12%
    Intrusion.com - 10%
    NetworkICE - 4%

    But that is really misleading, as I don't even see Enterasys' Dragon on
    there, and this obviously disagrees MAJORLY with whatever report was
    quoting NFR as being #3. And what about SNORT - that thing is everywhere.
    But here is the real question - how much does this really matter?

    The IDS space flip-flops so rapidly that not only can market stats change
    quickly, but many of the products are evolving at a dizzying pace.

    I could go on about how Cisco has really busted ass in the past 12 months,
    how Intrusion.com didn't even have a NIDS offering 12-18 months ago, how
    Axent re-vamped a lot of their interfaces, how Hiverworld was seemingly
    all over everything and then dropped off the face of the planet, etc., but
    that's a snapshot in time and not going to do much for anyone in this
    forum (although our upcoming article should help quite a few).

    I'd encourage people to launch pilot programs when they can, and avoid the
    numbers game where possible - at least in this product (IDS) space.

    My .03,

    -Greg