Right now, DTM is, sadly and still, a fairly obscure space, populated by bleeding and leading edge companies unafraid to wade hip-deep into DBAs. So the question is, can IBM make this more understandable to the mainstream? That is what has to happen. People put information into a database because the data is important to their business. At this point, they worry about backing it up, but securing the database and hence the data while it's being used - which is even more relevant in the upcoming cloud thing - is less understood. Is IBM going to take on the effort of educating the marketplace? Or will it sell it as a platinum feature?
For customers, a buy-up within the DTM space should spell great news over the coming years in the form of increased quality, better-integrated server agents, and one-stop shopping - not to mention the rapidly increasing possibility to think of database vendors as being a bigger part of a safe solution when firms move to establish enterprise-wide data security (or anti-data-loss) programs. The question is when it moves from an "available feature" (like a backup vacuum pump for your 2009 Cirrus SR-22) to a "standard feature" (like seat-belts for your new Honda).
That Guardium would go to IBM is not at all surprising - IBM is well-poised to leverage the product and the services aspects of such a thing. That some have commented that Guardium executives sold the company for more than IBM wanted to pay is funny. (It's always more than IBM wanted to pay, no? But I would not be shocked if the real number turned out to be that IBM paid between four- and seven- times - or that Guardium revenues were as high as $50m for 2009; basically I think it did just about $37m this year.) I think Guardium is fully worth what IBM is said to have paid.
From what I can tell, Guardium has led the space in terms of sales and public relations. It has achieved this leadership by its concentration on partnerships with the likes of BMC and Dell; its concentration on the mainframe (mainly through a Z/OS agent Guardium had licensed from NEON Enterprise Software) as well as its ability to articulate, probably better than anyone, the value proposition for DTM. It also built a great database agent and showed that this could be integrated without freaking out either security or operations - in short, it worked, and customers love it.
One of the things that Aaron Turner has pointed out in our Information Protection track at IANS Forums for about two years has been the highly effective capabilities that Guardium brings to the table in terms of having someone capable of speaking with and explaining to database administrators the value of security: Guardium speaks DBA in a way that DBAs don't find threatening. In and of itself the ability to translate between business, security, and database administrator imperatives is a highly valuable skill set.
I talk about DTM (as does Rich Mogull) as part of a larger data security approach as opposed to a small independent market in and of itself. At Trident we counsel clients to use DTM as an arrow in the quiver of an overall data security approach. (By the way, I just saw that Securosis has Guardium at $45m, raising earlier estimates that more closely jibed with mine.)
What's left in the marketplace is interesting, and I see similarities between this and the rollup of the web application vulnerability assessment space a couple of years ago. This may well be the catalyst for a couple of quick acquisitions, mainly of Imperva, Application Security Inc, and Secerno. The religious differences between the products - specifically the outside-and-inside approach of Imperva's integrated Web Application Firewall/DTM product, and the babel-fish approach of Secerno - help several of the remaining players make solid acquisition stories. Bummer for AppSecInc, selected for the marketing project that was Enterprise To The Edge then getting passed over. Not sure what play it has here, nor how it remains relevant enough to become acquired meaningfully. Another player not catching on fire is Sentrigo, which has an interesting technical take that make some in the US intel community say things like, 'Dude, how do you spell '8200'?'.
I would not be surprised to see, as with the web application vulnerability assessment space, a longer-than-expected integration period as political battles within the acquiring companies overtake common sense and deal execution.
As with anyone selling a panacea, this is really just a piece of the very very much larger puzzle, and it directly threatens certain factions within any acquiring organization. For example, I would not like to be the guy in Oracle to tell the Oracle team that they'd just acquired Secerno to help with security of Oracle products. Merry Christmas indeed.
Nick Selby is IANS Faculty and managing director of Trident Risk Management, a security and risk consultancy.