1/07/2005

Microsoft Product Announcement Bigfoots Symantec and McAffee Share Prices

While I take it as good news that Microsoft is offering Anti-sphere Tool:
The biggest software company in the world made a trial version of its free anti-spyware tool available on its website in a bid to increase the security of its dominant Windows operating system. Next week, it was expected to release a virus-removal program to round out the security package.

The anti-spyware software eliminates programs that generate unwanted pop-up ads and secretly record a computer user's activities, often crippling computer performance. The program was developed by Giant Company Software Inc., which Microsoft acquired last month.

Shares of the two largest computer-security-software vendors, Symantec Corp. and McAfee Inc., fell sharply after Microsoft released details of its plans.
I am less excited about Microsoft entering the antivirus market. On the one hand, they can't afford not to, given the myriad weaknesses of MS Windows and Office. OTOH, by entering the anti-virus space, Microsoft furthers the mono-culture that has proven so suspectible to compromise. Put that way, maybe it isn't such a good idea for Microsoft to enter the anti-spyware space either.

UPDATE: MotleyFool echos my concerns:

Ultimately, the irony would run thick if Microsoft does manage to make a splash in the antivirus space. Not only is its operating system more susceptible to virtual misdeeds than Apple's (Nasdaq: AAPL), but now it finds ways to profit from those deficiencies.

Ouch. That inoculation needle hurts!

Ouch, indeed! Ironically, by offering anti-virus software with update subscriptions Microsoft has incentive to make its operating system and other software even more vulnerable.

CNNMoney hits the nail in raising possible resistence by consumer and business markets:

But will consumers pony up to buy anti-virus software from the same company whose own operating system is so vulnerable to security lapses in the first place?

"For more sophisticated users, it's a small price to pay to get security that you know works from a vendor who has been doing it for 15 to 20 years. It's a different ball game for Microsoft who is not known for security," said Gregg Moskowitz, an analyst with Susquehanna Financial Group.

Kevin Trosian, an analyst with Wedbush Morgan Securities, adds that large business customers will be skeptical of a Microsoft security software product because of the high number of security problems that have plagued corporate networks during the past few years.

"The disdain and contempt that enterprise customers have for the security lapses means it is likely they will not be rabid adopters of a Microsoft anti-virus product," Trosian said.

UPDATE 2: Flexbeta compares MS's new toy against Spy-Bot and Ad-Aware and concludes:

Though still in beta, Microsoft AntiSpyware was able to detect more infected files than the current leading anti-spyware applications in the market today, Ad-Aware and SpyBot S&D. AntiSpyware’s user interface is better looking than both SpyBot and Ad-Aware, not to mention much easier to use than SpyBot. Though Microsoft AntiSpyware was able to use better detection than both Ad-Aware and SpyBot, there is still the difference of cost between the three. Ad-Aware and SpyBot offer great performance for free, yet when Microsoft debuts its AntiSpyware application, it will require a subscription fee. Is Microsoft AntiSpyware really worth the subscription fee when there are currently good spyware removal applications out there that will do it for free? My answer to that question would be, if you can afford the fee, it is absolutely worth it; however, if you chose to use Microsoft AntiSpyware as your spyware removal tool, you will still need to run other tools such as Ad-Aware and SpyBot.

1 comment:

  1. Anonymous6:58 PM

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