At the same time, the industry has experienced consolidation in the security service provider space, presenting a broader list of players for customers to consider.

FORBES: Microsoft Heats Up Security

When asked to name their top three IT priorities for the coming year, more executives said cloud computing (60 percent) than any other IT issue, including security (58 percent) and IT consolidation (31 percent).

FORBES: The Cloud: IT Execs See Huge Opportunities, And Serious Risks

The networks and network security sectors, the latter an area where Juniper is very active, have seen their share of recent consolidation activity.

FORBES: Network Stocks: A View From Washington

One of the reasons for this consolidation was that with the transition of so many of its components to the new Department of Homeland Security, the Department of the Treasury no longer warranted two IGs.

WHITEHOUSE: Testimony of Clay Johnson III