If I Was Starting A New Business ...

I'd certainly take a hard look at creating a new SP that focused on "security as a service".

For me, it looks like the perfect opportunity:

• a growing challenge that can't be ignored
• a topic that strongly favors specialists vs. generalists
• literally thousands of IT organizations that know they have a problem, but haven't figured out how to close the gap
• powerful new enabling technologies from RSA and others
• a demonstrated willingness of enterprises to "risk shift" to outside providers.
• moderate cost of entry, clear opportunity for efficient GTM through partners
• not dominated by a cost-reduction theme

For more, please see my most recent security post on my other blog.

Food for thought :-)