The cyber-security industry has a fundamental insecurity: talent supply. Frost & Sullivan estimates that by the year 2020 the field of cyber-security will see a talent shortage of 1.5 million skilled employees despite the effort of education systems around the world to increase capacity.
The IT departments of large companies will bear much of the brunt of the shortage. However, the real fight will happen between specialized security vendors searching and competing for experts with cross-domain knowledge. You don’t find people like that in your average university.