Friday, June 03, 2005

Blue Coat Systems shares rise 20% - #62

As further indication that the Content Management security market is showing robust growth, shares of one of this markets " bellweather stocks", Blue Coat Systems Inc. rose more than 20% in late trading yesterday as the Internet appliance and security company reported its fourth-quarter profit doubled thanks to strong sales to new clients.

Content Management solutions are those rare security solutions that offer more than vanilla "security" functionality. A lot of the economic buyers look to their "performance enhancing" capabilities such as bandwidth and user productivity savings in additional to their compliance and traditional security capabilities. This makes them have an easier ROI justification. Content appliances are shipping with more and more functionality and this vendors appliance functions as a proxy/reverse-proxy server, spyware interceptor, web content AV, URL Filtering and IM and P2P security appliance.
Ciphertrust lead the market for port 25 content appliances (mail) and Bluecoat lead the port 80 (application) applaince market share.
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