Autonomy & HP’s Autoimmune Response January 2, 2013Posted by Lee Dallas in Acquisitions, Autonomy, Content Management.
Tags: Autonomy, ECM, Hewlett Packard, Interwoven, Tower
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As I reflect on last year and look to 2013 (post to follow) here are a few year end thoughts on how the HP/Autonomy mess plays out. Autonomy and HP both had gathered an interesting collection of acquisitions in the the content, records, web and portal space before this questionable buy One thing two decades in business have taught me is that large organizations can be brutally vindictive when their honor is in question and their survival is challenged by a troubled acquisition. (more…)
2012 – Predictions Scorecard & Year in Review December 23, 2012Posted by Lee Dallas in Acquisitions, Content Management, Documentum, Dropbox, ECM, EMC, Open Text.
Tags: Cloud Computing, Documentum, Dropbox, ECM, EMC, Microsoft, Open Text Corporation, VMware
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Since we have averted the Mayan apocalypse I am collecting my 2013 predictions for the ECM market, Before that a few words about my scorecard for last year’s predictions. On average I have had better years. Still there was one or two predictions I can feel good about from last year’s post.
2012 Predictions and Presuppositions December 14, 2011Posted by Lee Dallas in Acquisitions, box.net, Content Management, ECM.
Tags: box.net, Broadvision, Dropbox, ECM, Initial public offering, Jive, Jive IPO, Julian Assange, Wolf Blitzer
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I have decided to take a slightly different approach to my predictions post this year. Rather than write a well thought out and reasoned positions I’ll spew out the list of ideas I have been collecting. My goal for this post is less about proving myself right next year than to do a list that gives everybody something to think about. Hopefully we will expand on the themes as the year progresses.
The list in no particular order:
- We will all change careers – if you are doing the same thing today you were three years ago you are doing it wrong. If technology hasn’t changed what you thought your career was by now the economy has. Get ready because next year will be just as unsettling.
- Election year technology brings more annoying augmented reality – I thought Wolf Blitzer standing in front of virtual graphics was cool for about ten minutes but now it just gets on my nerves and the presidential election cycle will take this annoyance to a new level.
- App markets collapse under their own weight – we passed the million app mark and it will now become the focus of the market to get noticed. Sadly two guys in a garage will fade as marketing budgets begin to overwhelm the clever.
- Cloud content data loss litigation – This has probably already happened but now that everyone has at least heard the term cloud in a technology context we are due a high profile data loss story in the media that involves multimillion dollar consequences.
- Angry Birds Mayan Apocalypse 2012 – do I really need to explain this?
- Open Text market cap will surpass Research In Motion making it Waterloo’s biggest tech resident – who would have ever dreamed that as I write this RIM is worth several billion less than what Autonomy sold for. If RIM doesn’t make a dramatic turn around soon I will have reverse the names in my RIM Should Buy Open Text post from earlier this year.
- The Jive IPO initiates acquisition frenzy in social platforms – Up until now enterprise software players have been dabbling at creating their own social platforms but the Jive IPO will convince some they need to go faster and kick off acquisitions. Look for products like Broadvision‘s Clearvale to be early targets.
- Dropbox goes shopping – We have already seen Dropbox reacting to Box with their team product. Clearly they see the smaller contender encroaching on their value proposition and will want to expand their feature set, possibly through acquisition. If they don’t then it Box may well beat them to the IPO party.
- Someone who prefers Bing meets someone that prefers Google+ and time ends.
I will add more thoughts as they come to mind and I promise before January to evaluate my 2011 Predictions.
Losing My Revisions September 3, 2011Posted by Lee Dallas in Content Management.
Tags: ECM, ecmband, Humor
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This is odd even for me, but its Friday night and the Twitter meme was #ecmband so I started writing lyrics. (my sincere apololgies ) (more…)
You Were Listening – HP Buys Autonomy August 19, 2011Posted by Marko Sillanpää in Acquisitions, Autonomy, Content Management, ECM, eDiscovery, Open Text.
Tags: Autonomy, ECM, HP, Microsoft
Well in the news yesterday, HP announced its plan to acquire Autonomy. I know “this is not the acquisition you were looking for” but it’s another major consolidation play. Back in the Summer of 2009, the rumor was Microsoft would buy Autonomy. I really didn’t see that happening. For me Microsoft had made its major play in ECM and Autonomy just didn’t fit the bill. My prediction, HP would buy Autonomy. I like the platform idea and how it fits well into HP multi-server strategy. There was some healthy debate on the subject.
So why now?
WCM On A Sunday – Complexity and Pointillism June 13, 2011Posted by Lee Dallas in Content Management.
Tags: ECM, Seurat, WCM
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Irina Guseva of The Real Story Group had me thinking last week about complexity and Web Content Management. Somehow the lead value proposition of most WCM pitches is never quite achieved. Everyone should easily be able to do whatever they want with no training and still have meaningful content on the web right? What we really want I think can be illustrated by the technique of French painter George Seurat. The master of pointillism was one of the earliest experimenters with using tiny dots of single color on canvas to produce vivid images. When we look at this image we seldom consider that the 2 by 3 meter canvas of the masterpiece A Sunday on La Grande Jatte took two years to produce. (more…)
Tags: Autonomy, ECM, Iron Mountain, Mimosa, Records Management
Some may have been surprised to see Iron Mountain selling it’s digital assets (read source code) for records management to Autonomy. But not if you were looking at the big picture it’s not a surprise. Well really it’s only the price tag that was a surprise. For what Iron Mountain bought Mimosa last year for $112 million and their Accutrac Software acquisition back in 2007 they just got $380 Million or a 300% return in one year. We’ve been pointing out that Autonomy has a billion dollar war chest, well $700 million now.
Why Re-Branding Makes Us Crazy May 2, 2011Posted by Lee Dallas in Content Management.
Tags: Documentum, ECM, EMC Corporation, filenet, IBM, Open Text Corporation
Lubor Ptacek wrote and excellent piece today on the different approaches to branding strategy and why it sometimes makes sense to re-brand after an acquisition. I agree with everything he said and it is so reasonable it makes you wonder – why would there be so much angst when it happens. In my experience, negative reaction to post acquisition re-branding often comes from a loss of something personal rather than any real business reason. (more…)