AV/Content security has been perceived as a contest dominated by two 800 pound gorillas (Symantec and McAfee) with Trend lagging behind. These three have about 1/2 their revenue coming from the consumer side, which Sophos lacks. Sophos' Utimaco acquisition makes them even a stronger contender in providing a more comprehensive security in the B2B space. This could become more of a four way race (5 if you include Check Point?) It'll be interesting to see if Code Green Networks (another DLP contender) is swallowed next and by whom.
More details by IT Analysis' Nigel Stanley at
http://www.it-analysis.com/business/security/content.php?cid=10667
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