George Dearing has a good post “What Does Further Consolidation Mean For FileNet?” on his Blog: The Enterprise Content Management Blog. He asks this rhetorical question based on the recent Hummingbird acquisition by Symphony, then Open Text.
There doesn’t seem to be many viable merger candidates left for FileNet. At least none that would increase their competitive chances against the usual foes. And if you look at other software sectors, (business intelligence, security, ERP, BPM) most of the companies that would be a good FileNet fit have been snapped up. I still think the most likely scenario is HP or Oracle.
I have been speculating for the last year that Sun Microsystems was the most likely acquirer for FileNET. With the acquisition of FileNET, Sun would have a credible ECM offering including a strong storage story, strong operating system and middle-ware integration story.
I wrote about this in my article, “Document Management For Free: An Update” which is in my Blog Reading Room.
So, maybe as Jonathan Schwartz gets financials under control at Sun he will look at ECM as a way to leverage and realize the value of their StorageTek acquisition. This would give Sun a credible way to compete with EMC as a full lifecycle content management provider for the Solaris/Linux environment.
Just another angle to consider…