Here is a fun bit from infamous Richard "The Death of the IDS" Stiennon. On his blog Threatchaos.com post on Debunking Consolidation he says "As long as there are new threats there will be no consolidation in the security space. In four years there will be *more* security companies. Although it would not surprise me at all if CA was out of the security market by the end of the decade."
I tend to agree. There will be consolidation of the existing security companies accompanied by a birth of many many new ones. As for CA - well - we'll see, but some indicators do point in this direction... After all, who else was called a seller of "worst of breed" security tools? :-)