Regardless of the nature of the attacks, Ives is adamant that companies will begin to enlist the help of cyber security firms to combat them, projecting a significant jump in the value of these stocks.
Noting that stock prices have not yet experienced this boost, he urged investors to pay attention to surveys conducted by FBR Capital Markets indicating that security is emerging as a top priority for online companies in 2013.
Despite a "choppy spending environment" for information technology within corporate circles, Ives insists that a movement to employ the services of pure play firms like Checkpoint is imminent and inevitable, due to the distinct advantage in technological sophistication these pure play firms have over company-based IT teams.
All this bodes extremely well for stocks in the cyber security industry, believes Ives.
"Cyber security is a big area in technology," he said, "the threats are not going to abate."
—By CNBC.com's John Healey
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FBR Capital Markets is a market maker or liquidity provider for the securities of the following companies: Checkpoint Systems, Fortinet, and Palo Alto Networks.