While Microsoft's latest deals show it's committed to building its security muscle, some analysts say the company needs to focus on a clearer and more productive strategy.
The software maker said it was making security its top priority when it launched its Trustworthy Computing Initiative three years ago. Since then, it has overhauled its in-house development to bolster security and has put its $38 billion war chest to work. It has been buying antivirus and anti-spyware companies and other security assets--acquisitions that have been closely watched.
"While there is a great deal of hoopla around the acquisitions, what is more important is to see what they make of them," said Michael Cherry, a lead analyst at Directions on Microsoft in Kirkland, Wash. "I don't think that the past acquisitions have shown a tremendous payback yet."
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