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HP to buy ArcSight

By Bill Roth

The Wall Street Journal web site reports that HP is going to purchase ArcSight for around $1.5B. You may remember that this story initially broke on Aug 26th from the same WSJ reporters, Ben Worthen and Anupreeta Das. However, no credence was given to the story on ArcSight’s earnings call on Sep 2. In fact, no mention positive or otherwise was made. 

This move further validates the Log Management/Security Event Management market, which Gartner analyst Mark Nicolett calls SIEM (Security Information and Event Management) and also position LogLogic as the leading independent provider in the marketplace, and a great option for companies that are concerned about any disruption at ArcSight.

For the record, ArcSight is a “frenemy” – while we do compete with them, we also work with their ESM product in some of our larger accounts, and have info about it on our web site.

ArcSight customers should be aware that if a deal is signed, integration will very possibly cause turbulence to the providers business. Of primary concern is that as with all acquisitions made at a substantial premium, the management team is likely to leave/retire/go-on-sabbatical as soon as the post-acquisition lock-up has ended.

Secondly future product development timelines will be impacted as the two companies will need to review propositions and market offerings – consolidating technologies etc. Finally support and service response times may be hit by the sheer number of questions about any integration take place.

All in all, we would see the purchase as a good event for the market and for LogLogic!

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Bill Roth is a Silicon Valley veteran with over 20 years in the industry. He has played numerous product marketing, product management and engineering roles at companies like BEA, Sun, Morgan Stanley, and EBay Enterprise. He was recently named one of the World's 30 Most Influential Cloud Bloggers.