Jan 23, 2009
I believe a good blog is often focused on a single thought, well-developed and hyperlinked to the point of intrigue. The problem is that this was a busy week for content and document management vendors. Instead of dwelling on a single topic, I’d like to close out the week by providing my 2 cents on a few must-read headlines:
1. Interwoven to be acquired by Autonomy
My $0.02 – most analysts expected this acquisition, but I don’t think Autonomy was on anyone’s short-list — after all, their market capitalization was only 3x that of Interwoven’s. Although initial reports and briefings discussed synergies around Legal services and e-Discovery, the broader importance of pan-enterprise search (Autonomy’s IDOL) and some unique multimedia offerings (Autonomy’s Virage) could also play a role in Interwoven’s ECM portfolio. Competing vendors have already taken note of the opportunity in light of possible turmoil, with Web content management (WCM) vendor FatWire putting out an official response.
PS Earlier in the week, we also found out Autonomy had signed an OEM agreement with Xerox DocuShare to provide its IDOL enterprise search offering…
2. IBM released Q4Â and full-year earnings
My $0.02 – IBM beat the street (again) and Wall Street rallied the stock more than 10% the next morning. The official slide deck, available here, is particularly interesting — take note of global revenue growth, especially in BRIC countries, as well as the product segmentation breakdown. Although branded software offerings (e.g. WebSphere, FileNet, et al) performed exceptionally well, things sounded a bit somber when we spoke with these groups over the course of the week — even Big Blue is not immune to market consolidation.
3. InfoTrends launches novel study on Microsoft SharePoint
My $0.02 – This one didn’t make the front page of NYTimes.com (much to my dismay!),Â but the troubling economy means that we all need to re-evaluate the effects of SharePoint as a market disruptor, whether it represents a threat or an opportunity to our business. I’ve been fielding callsÂ for the past several weeks on connectors, strategies, and TCO — including with MarkLogic, who recently announced their SharePoint connector and Word toolkit — and I’m ready to be surprised by structured survey results and future interviews. If you’re thinking about SharePoint, talking about SharePoint, or just confused by SharePoint, drop me a line and let’s discuss!