DD: Areas such as mobile security. We have a Nokia executive on our board, and I constantly see endpoint device security opportunities. It’s a high-growth market with opportunities to sell to mobile providers, and there is more content and applications on the devices all the time. I see all sorts of filtering and virus protection opportunities.
IW: Some security experts have said you’re like Mark Hurd at HP, the “boring” CEO that this company needs to improve operations and drive up revenues. Do you agree?
DD: I don’t feel boring. I’m a very passionate, humble guy, and I’m incredibly interested in the strategic side of this marketplace. At Documentum we had a chance to change the category for enterprise content management, and we had to beat companies like Vignette and Interwoven, who started out with a much larger market caps, and we became bigger than both of them combined.
That success was a testament to trying to strategically outflank competitors in new markets, and McAfee has a similar opportunity. It will be tricky navigation to pull off, but there’s a big opportunity to be the dominant pure-play security player.