(xconomy.com) - The economy might be stalling, but sales of anti-virus software developed by San Diego-based Eset, which have been almost doubling every year since 2005, are rising fast at the beginning of a classic S-shaped curve of market penetration.
I know this because Eset’s founding CEO Anton Zajac, who began his career as a theoretical physicist in what is now Slovakia, enthusiastically drew the graph for me when I met with him this week. Zajac keeps a big paper tablet on an easel in his office for just such occasions, and he also explained in mathematical terms that Eset’s growth rate, which was expressed as a derivative, is equal to r P(t) (1-P(t)).
I confess I had a hard time absorbing this, perhaps because his corner office, on the 19th floor of a high-rise in San Diego’s Little Italy neighborhood, has a stunning view of the San Diego harbor and sailboats in the bay. But here’s one relevant point: “During the conficker worm attacks, our sales tripled,” Zajac said. Online sales of Eset’s anti-virus software, which typically range between $60,000 and $80,000 a day, hit the carnival bell on April 1st with more than $200,000 worth of software downloads in one day.
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