EMC's Eye on RSA Security

Zambrano added that if RSA inks a deal with EMC, Symantec (SYMC Quote) could feel the impact, as it also already moved into the storage area with its Veritas acquisition.

Zambrano also speculated that Oracle (ORCL Quote) or CA (CA Quote) might be the second bidder, as both companies use acquisitions as part of their corporate strategy for growth, and "authentication is an important linchpin of identity management."

Because many of the identity management players also partner with RSA, an acquisition by Oracle or CA "would result in "a lot more strategic partners from the other identity-management players."