I did not really feel the need to opine further until I caught the following post from C3 Associates today entitled “SAP Agreement to Resell Livelink the First Step in the Acquisition Tango?” and it made me think about the notion of Open Text being acquired by SAP more deeply.
Well, the more I think about it the more it makes complete sense. After IBM snapped up FileNet and Oracle bought Stellent who else could SAP turn to. SAP has established sound footing powering mission critical business processes in many Global 5000 customers but has never fielded a credible ECM solution to marry to the transactional ERP solutions built on top of SAP.
By buying Open Text, SAP can own and control the unstructured content management side of the enterprise information management equation with a credible solution that can be even more tightly integrated with SAP. It just makes sense. Especially since SAP is competing with Oracle and IBM for the remaining ERP business out there.
So, what do YOU think? Will Open Text be the next redwood to be taken down in the ECM forest?