Opinions and discussion on content management by one of the biggest guys in the business. *Measured by weight not volume
When the rumors came out last year I looked at what could be meant by an acquisition of Lexmark Enterprise Software, now Kofax, by Thoma Bravo. It was a quick response to a rumor. But it seems the rumors are flying again. CMS Wire reached out for a quote for the article and I said,... Continue Reading →
"Strange days have found us, Strange days have tracked us down" - The Doors I have been competing with OpenText using Documentum for quite a long time. Now with the sale of ECD by Dell/EMC those days will soon come to an end and a new era in ECM begins. Strange days indeed. A lot of thoughts come to... Continue Reading →
Today’s announcement that OpenText bought Documentum (a.k.a. Dell) EMC – ECD) was really not a surprise. It was pretty much a prewritten story with just the details missing. The question is does it really matter? It is not a huge win for Documentum, as would have been the case with private equity money allowing independence.... Continue Reading →
I have to apologize that I have not been contributing to this blog recently. To be honest, besides the fact that I have been insanely busy actually selling, most recently I have been avoiding it because of the many acquisitions, rumors and bears (oh my) and I do not want to run afoul of the... Continue Reading →
It came as no surprise to see, Bloomberg reporting that EMC is officially up for sale Wednesday. It was a rumor even before Dell announced it was buying EMC. Two months ago, I predicted an acquisition, not a spin-off. I just don’t think the executive management team has the passion. It’s going to take heart... Continue Reading →
4/25/17 - Update - Seems new rumors are back that Hyland may be buying the Lexmark software assets that include Perceptive and Kofax. The rumor indicates that the purchase price will be about $1.5B. In comparison OpenText acquired EMC's ECD assets which included Documentum for $1.62B. 4/30/17 - Update - New article with my thoughts on Kofax and... Continue Reading →
After acquiring ACS back in 2010 for $6.5 billon, Xerox is changing directions and splitting off its business process outsourcing division. It’s obvious that DocuShare will stay with Xerox. The platform continues to hold a good position in the market. The true outsourced scanning operations will become part of the new organization. But what will... Continue Reading →
In addition to the new year's ECM trend post I decided to write a separate list of random tech predictions for those with shorter attention spans. Some are serious. Some less so. You can decide which is which. Google Glass has people expecting advances in wearable computing. Add electronic vision correction to VR and now it... Continue Reading →
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... Continue Reading →
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. Base Hits Good... Continue Reading →
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