Content software scramble ahead?: Someone I know told me he thought Interwoven was going to get purchased by Oracle. I scoffed. Now, in the wake of Documentum’s acquisition by EMC, analysts are saying the same thing:
“Charlie Brett, an analyst for research firm Meta Group, expects large technology companies to scrutinize how content management fits into their business offerings. Those that decide they need a full content management approach are likely to do so through acquisitions, Brett said, an idea apparently endorsed by Wall Street. Interwoven shares rose 48 cents, or 13 percent, to $4.18 in regular trading Tuesday. Vignette was up 21 cents, or 7.8 percent, to $2.90 a share.
Likely buyers include database giant Oracle, which is now more likely to see content management as a gap in its server software stack. ‘They were somebody we kind of expected to be interested in Documentum,’ Brett said.”
I think they’re going to fall like dominos over the next year.