I found the following article on Information Week, Security Software Market Remains Strong, to be interesting. Here's an excerpt:

Here's what Ruggero Contu, principal research analyst at Gartner had to say in a statement:

“Although the worldwide security software market is affected by the economic downturn, the growth will continue to be strong in 2009 as security remains a critical area where drastic cuts cannot be afforded,” s the medium term, the greatest growth opportunities will come from software as a service (SaaS), appliance based offering and small and medium businesses (SMBs), which are in security catch-up mode compared with large companies and therefore spend a higher percentage of their budgets on security.”