Another Side of the Security Play: LifeLock
NEW YORK ( TheStreet) -- Much of the focus of the cyber security play has gone to the likes of Fortinet (FTNT - Get Report), Checkpoint (CHKP - Get Report), FireEye (FEYE - Get Report) , Palo Alto Networks (PANW - Get Report), and Symantec (SYMC) which aim to identify and confront vulnerabilities in enterprise software.
But take a look at consumer facing Lifelock, an initially underperofrming IPO that has served of late, that could benefit from trickle-down upside from these breaches, which are becoming more common. Keep an eye out for Jim Cramer's interview with Lifelock's (LOCK - Get Report) CEO on CNBC's Mad Money tonight.
Cybersecurity has long been an important theme, with names like McAfee ArcSight and L-1 have been snatched up by broader companies like Intel (INTC) and Hewlett Packard (HPQ).
But with technological changes continuing to accelerate, these plays are becoming all the more important.