Whilst not good news for the 14,000 employees, this refocus towards security gathers pace and as others have mentioned here before, Cisco is very acquisitive in the cyber security sector as confirmed by today's article below. I'm still trying to understand exactly how Covata fits into Cisco's security product offering.
"Terry Greer-King, Director of Cyber Security at Cisco UKI, says to “expect more from us” regarding acquisitions. “I would think we will remain highly acquisitive,” he says. Greer-King caveats that while he cannot say exactly where these acquisitions will be made, analytics and services are expected to be a key part of the mix."