Jun 24 2008
Infonetics Reports Positive NAC Sales
I could not resist writing an upbeat headline about NAC for several reasons. First, it goes against the prevailing views of most of the media that covers network security and many industry analysts. Next, I am not the least bit surprised by the sales momentum evident in Infonetics’ analysis and projections. And finally, I expect Mike Rothman inadvertently contributed fuel to the naysayers with his Security Incite blog post today when he reported:
“NAC market up 16% year over year? According to Infonetics anyway. Fratto has it right, why would he get excited about a net $10 million increase in a market that’s supposed to be “exploding.” - InformationWeek’s Analytics Blog”
First of all, Mike has misunderstood the Infonetics press release. He said that sales in the first quarter of 2008 were up 16% from from 1Q2007 when in fact Infonetics was really reporting sequential quarterly growth. And he naturally concluded that NAC sales were disappointing.
What Infonetics did imply is that 1Q2007 sales were $62.7M. Even with no future growth this would mean annual sales would reach $250M in 2008. This is not a small number for a still young security technology and has been surrounded with controversy and confusion. I am looking forward to reading the entire Infonetics report to see the growth expectations and rationale for them and am betting they exceed a 30% CAGR through 2011.
Mike, I am confident you will admit your mistake and maybe even ask forgiveness for a little misplaced sarcasm. And since you were simply quoting Network Computing Security Analyst Mike Fratto he might do the same. And Alan, how could you compliment Mike when he was telling your existing and potential customers that NAC has “no legs”!

A new Aberdeen Research Report, 


