Thompson versus Gates. It appears as if Symantec’s
John Thompson, now with the Veritas fire power on his side, is looking to take
on Microsoft. Well, if you were at his keynote today you’d come to that
conclusion. A clash of the titans seems to be brewing, even if it is only
one-sided. Bill Gates, in his second RSA Conference opening keynote
didn’t draw any surprises. Trustworthy computing, free desktop
anti-spyware, Microsoft’s on-going plan to conquer the world, with the IT
security industry it’s next target. This has been brewing for some time,
though, so none of it should come as a surprise, and Mr. Gates
didn’t seem to
give the media or attendees and surprises during this particular keynote.
Symantec’s John Thompson, on the other hand, provided a little more spice to
the RSA Conference keynote line-up when he made several strategically placed
jabs at Microsoft throughout his session. It should be interesting to see
how that shakes out over the coming months.
Other than
that, though, there didn’t seem to be a bunch of surprises at the RSA
Conference so far, a telling sign that the IT security marketplace is reaching
a true level of maturity, as the hype is gone, and the rubber is finally
meeting the road for security. In fact, the biggest surprises have more
to do with the location of the show…this year’s event, and next year’s.
For whatever reason, the event is being held across the street this year in
Moscone South, as opposed to Moscone North Typically, this wouldn’t make
much of a difference, other than the logistics of the layout, which left many
exhibitors and attendees alike complaining about how crowded it seemed.
Some have even speculated that the RSA Conference show management did that on
purpose, making the even appear better attended than it really is. The
reported numbers are 300+ exhibitors and over 11,000 full conference
attendees. In fact, the event is making its way back to San Jose next
year, a location that used to alternate with San Francisco as the home to the
RSA Conference every other year, but since 2001 (I think), it has been in San
Francisco.
The one
surprising statistic to me was the number of exhibitors…300. In fact,
the rumored numbers are that anywhere from 100-120 vendors did NOT get a chance
to exhibit. With consolidation taking place throughout the IT industry,
especially in security, it is quite interesting to see that the number of
vendors continues to climb for events such as these. Of course, companies
like Sybari were locked into the event
prior to the Microsoft acquisition, so they were there. Others, like
Computer Associates and their recent
acquisition of Netegrity chose a different path, certainly due to having
more time. They had two large booths donned with the CA look, but it was
clear that the Netegrity team was in one and CA in the other.
I’m looking
forward to yet another exciting evening of networking with industry
friends. First stop is The
W, then off to the Microsoft party. More to come from day two at the
RSA Show tomorrow….
–Tim
Whitman