NEW YORK (TheStreet) -- Intel's (INTC) shock $7.7 billion acquisition of McAfee (MFE) has thrust security stocks into the spotlight and investors scramble to buy up shares of companies that could be tech giants' next big buy.In particular, ArcSight ( ARST), Check Point Software Technologies ( CHKP) and Blue Coat Systems ( BCSI), while not exactly household names, are looking increasingly attractive to investors, particularly as security stocks start to see major upside in the aftermath of the Intel/McAfee deal. "If anything, the Intel deal validated that this whole sector is cheap," Todd Weller, an analyst at Stifel Nicolaus, told TheStreet. "A year ago, investors retreated away from security because they felt it was too defensive."
Check Point Software Technologies
Blue Coat Systems