"These companies are getting green lights from other products telling them that everything is OK, but they are still finding out about compromises inside their networks," he said. "A lot of the larger security players will have to have something in their suite to address the problem, and there's definitely potential for consolidation at some point in this space, but if you look at a problem like spam, there's a history there of companies building a stand-alone business to solve problems like this."
The 451 Group's Selby said that there will likely be growth of the anti-botnet segment before any industry consolidation takes place, despite a wide number of companies --ranging from anti-virus vendors to massive carriers with managed security services -- who want to take on a broader piece of the market.
"It would seem to make sense for these [anti-botnet] companies to cut deals with ISPs to have better visibility into their networks and botnet activity in general, as they already have," the analyst said. "This is a market that should see expansion as botnets continue to become a bigger problem for everyone."