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Network Associates on an acquisition binge On Tuesday, Intruvert for $100m, today Entercept for $120m. Both in the intrusion detection space. Security space consolidation continues apace. Down economies are when well-managed companies grow their share and space by moving in on the customers of weaker companies, and buying up new product offerings. By that measure, NAI is doing well, if you can overlook a little channel stuffing. |