ESG Research: 46% of all firms will increase investment in networking products and services in 2011. 58% of IT professionals say they will increase security investment in security this year. Data center consolidation and rich-media applications are driving new scaling needs. Some possible winners include: Cisco, Check Point, Sourcefire and Check Point and Crossbeam/Check Point. HP should look at acquiring NetWitness as a complement to ArcSight in the federal and large enterprise space. Palo Alto leads here but I keep hearing that its acquisition price is too rich.”]