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思科發(fā)力欲重塑防火墻市場(chǎng)格局

思科發(fā)力欲重塑防火墻市場(chǎng)格局

Michal Lev-Ram 2012-02-29
網(wǎng)絡(luò)設(shè)備巨頭思科公司開(kāi)始調(diào)整防火墻技術(shù)策略,以應(yīng)對(duì)小規(guī)模競(jìng)爭(zhēng)對(duì)手發(fā)起的不對(duì)稱競(jìng)爭(zhēng)。

????最近數(shù)年來(lái),網(wǎng)絡(luò)設(shè)備巨頭思科公司(Cisco)的防火墻業(yè)務(wù)受到了競(jìng)爭(zhēng)對(duì)手的強(qiáng)勁挑戰(zhàn),市場(chǎng)份額不斷被蠶食,而這個(gè)對(duì)手卻是規(guī)模比思科規(guī)模小得多的巴洛艾托網(wǎng)絡(luò)公司(Palo Alto Networks)。而今,思科開(kāi)始向?qū)κ值念嵏残约夹g(shù)發(fā)起反擊,準(zhǔn)備推出新一代“情境感知型”防火墻產(chǎn)品。

????思科宣布此消息的時(shí)間是本周一下午,也就是舊金山RSA信息安全會(huì)議正式開(kāi)幕前一天。新任思科公司安全與政府業(yè)務(wù)高級(jí)副總裁的克里斯?楊將在此次會(huì)議上首次公開(kāi)亮相。

????上周,我在思科總部對(duì)克里斯?楊進(jìn)行了采訪,希望了解他重振思科安全業(yè)務(wù)的計(jì)劃,以及如何應(yīng)對(duì)來(lái)自巴洛艾托公司的競(jìng)爭(zhēng)。(順便說(shuō)一下,后者已經(jīng)做好準(zhǔn)備,隨時(shí)可能申請(qǐng)上市。)楊承認(rèn),巴洛艾托公司是最早發(fā)現(xiàn)新一代情境感知型防火墻這一商機(jī)的公司,這種技術(shù)能夠探測(cè)到不同的應(yīng)用軟件、用戶和設(shè)備,而不僅僅是IP地址。但他認(rèn)為,思科可以將這種安全功能嵌入向客戶銷售的基礎(chǔ)設(shè)備中,從而擊敗競(jìng)爭(zhēng)對(duì)手。思科擁有廣泛的用戶基礎(chǔ),但在安全業(yè)務(wù)方面尚有很大的提升空間。

????高德納研究咨詢公司(Gartner)最近的一份報(bào)告將業(yè)內(nèi)新生勢(shì)力巴洛艾托公司列為企業(yè)網(wǎng)絡(luò)防火墻業(yè)務(wù)的頂尖提供商。該報(bào)告還表示,防火墻市場(chǎng)正在經(jīng)歷“動(dòng)態(tài)演化”階段。

????楊在采訪中稱:“情況其實(shí)很簡(jiǎn)單:市場(chǎng)有需求,巴洛艾托網(wǎng)絡(luò)公司率先抓住了這個(gè)機(jī)遇。但我們現(xiàn)在已經(jīng)認(rèn)識(shí)到這種市場(chǎng)需求的存在,正在推出相應(yīng)的服務(wù),同時(shí)還要進(jìn)一步創(chuàng)造出更高的價(jià)值?!?/p>

????楊表示,如同之前的聲音、視頻和數(shù)據(jù)功能一樣,思科公司將在基礎(chǔ)設(shè)備中嵌入情境感知型安全功能,從而充分體現(xiàn)思科公司的價(jià)值所在。他說(shuō):“網(wǎng)絡(luò)將所有這些新體驗(yàn)都銜接起來(lái),包括應(yīng)用軟件、數(shù)據(jù)、設(shè)備和用戶?!?/p>

????在思科于周一舉辦的新聞發(fā)布會(huì)上,公司高管演示了新的防火墻科技,企業(yè)管理人員可借助該技術(shù)追蹤員工在多種設(shè)備上使用應(yīng)用軟件的情況,比如,某位用戶是否在使用iPhone、個(gè)人電腦或其他設(shè)備在Facebook上發(fā)帖或共享視頻。該技術(shù)還能推動(dòng)公司實(shí)施相關(guān)政策,比如禁止特定的員工群體玩iPad游戲。

????思科首席執(zhí)行官約翰?錢(qián)伯斯明確表示,安全業(yè)務(wù)現(xiàn)在是公司的頭等大事。雖然巴洛艾托網(wǎng)絡(luò)公司早在數(shù)年前就推出了情境感知型防火墻產(chǎn)品,但現(xiàn)在思科才推出類似產(chǎn)品。去年11月份,錢(qián)伯斯將克里斯?楊招進(jìn)了公司董事會(huì),并將安全業(yè)務(wù)設(shè)為思科首個(gè)獨(dú)立的產(chǎn)品部門(mén)。楊表示:“我們的客戶已經(jīng)意識(shí)到,沒(méi)有網(wǎng)絡(luò)幫助,他們無(wú)法解決安全問(wèn)題??蛻舨⒉魂P(guān)心我們?nèi)ツ曩嵙硕嗌馘X(qián),也不關(guān)心去年公司的安全業(yè)務(wù)增長(zhǎng)了多少,他們關(guān)心的是網(wǎng)絡(luò)的安全性。”

????譯者:李玫曉/汪皓

????For the past few years Cisco's firewall business has been losing market share to a much smaller rival called Palo Alto Networks. Now the network equipment giant is set to unveil its answer to Palo Alto's disruptive technology -- its own next-generation, so-called "context aware" firewall.

????The announcement was made Monday afternoon, a day before the official start of the RSA Conference in San Francisco. The event was also a coming-out party for Chris Young, the new SVP of Cisco's (CSCO) security and government group.

????I sat down with Young last week to find out how he plans to revive Cisco's security business and take on Palo Alto Networks (which, by the way, is expected to file for an IPO any day now). Young conceded that Palo Alto Networks was first to recognize the need for next-generation, context-aware firewalls, which can detect different applications, users and devices -- not just IP addresses. But he believes Cisco can beat the competition by embedding such security features into the infrastructure equipment it sells to companies. Cisco has a vast user base, but it also has a lot of catch-up to play in the security space.

????A recent report from research firm Gartner listed relative newcomer Palo Alto Networks as a leading vendor in enterprise network firewalls. The report also stated that the firewall market is undergoing a period of "dynamic evolution."

????"The story is really simple—there's a market need for this and those guys [Palo Alto Networks] saw it early on," Young said during last week's interview at Cisco's headquarters. "But what we've done is taken the approach of recognizing that this need exists and delivering on it but also taking it a step further and bringing another level of value."

????Part of Cisco's value, according to Young, will be its ability to embed context-aware security capabilities into its infrastructure equipment, just like it has done with voice, video and data. "The network is the substrate that binds all these new experiences together—the apps, the data, the devices and the users," says Young.

????At Cisco's press conference on Monday, company execs showed a demo of its new firewall technology, which lets administrators track how employees are using apps across a range of devices--for example, whether a particular user is posting or sharing videos on Facebook using an iPhone, PC or other device. It also enables companies to enforce policies, like not allowing a specific group of employees to access games on iPads.

????Cisco CEO John Chambers has made it clear that the security business is now a priority. But while Palo Alto Networks launched its context-aware firewall several years ago, Cisco is launching a similar product today. In addition to bringing Young on board last November, CEO Chambers has made the security business a separate product division, a first for Cisco. "Our customers have realized that they can't solve the security problem without the help of the network," says Young. "Customers don't care about how much money we make or how much we grew in the security business last year. They want security built into the network."

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