A recent interview in the Data Hosting Centers and Data Storage Report describes trouble ahead for Symantec and Computer Associates. Raimo Lenschow, an award winning equity analyst with Barclays states:
“There’s also a clear divide in my space between the companies that are structurally exposed to new themes – like software as a service, Big Data or cloud – which have been working very well, and the more legacy software vendors, such as Symantec (SYMC) or Computer Associates (CA), who have struggled. Those companies that continue to produce the same products that they were selling 10, 15 years ago are seeing a slowdown, while those businesses selling next-generation products have been relatively well insulated so far.”
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