[ig1]

Varonis and Trusteer essentially deal with the issue of "the bad guys are already inside" and Lifelock the damage control element of post-compromise.

I'd say in mobile security space Good Techonologies, OpenPeak, Ionic, Telesign and Okta all probably have valuations in the mid-hundreds of million of dollars.

The big winners in mobile have been gaming and advertising, but I'd suspect that in terms of enterprise software security companies are probably out-performing the average.

[tptacek]

Which of Trusteer's product lines tapped a market opportunity that wasn't already addressed by RSA or Symantec in 2003? If the answer is "most of their revenue came from products that refined value propositions that RSA and Symantec already had products for", then what does Trusteer have to do with Weiss' investment thesis?