On SIEM, etc

I meant to highlight it before, but I am only doing it now - great insight (mmm, "incite"), Mike.

"The security management business (really I mean SIEM here) is made up of the lucky (e-Security and Network Intelligence - who got acquired this year), the survivor (ArcSight – who is moving into other businesses like log management and network configuration fast), and the walking dead (everyone else). And the shake-out will be severe in 2007. [yeah!]"