Over the last year, HP and IBM have both done several acquisitions in the realm of software for IT security, and it looks like this trend will continue. Some of HP's latest acquisitions are:
Fortify Software: Tools for security testing of source code, to ensure that applications are inherently secure.
ArcSight: Security Incident and Event Management, to discovery security related incidents and automatically handle most, passing the remainder on to humans.
These solutions fit well into HP's overall Business Technology Optimzation portfolio: Fortify will enhance Application Security Center, while ArcSight will add security related event management into the BSM (Business Service Management) stack, and optionally add some other (non-security) features such as log file analysis, something that HP does not have today.
Why are the big IT Management players doing this? We think that one of the main reasons is that the rise of Cloud Computing, and the entire realm of "outsourcing" is provoking a review of data security. Large players such as HP and IBM want to position themselves better for expected growth in this area. And it is always faster to acquire an existing solution than developing a new one. The challenge, though, will be to integrate the aquired software with the company's legacy solutions, some of which may have been acquired previously.
An interesting set of viewpoints on HP's ArcSight acquisition may be found here: http://www.pcw.co.uk/computing/analysis/2269984/arcsight-acquisition-give
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