So What Will FileNET Do Now???

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.

He speculates:

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…

 

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So…What do the changes at Sun mean to the ECM market???

Sun made the announcement this afternoon after the markets closed that they are going to "cut up to 5,000 jobs in restructuring".

What will this mean to the ECM market??? Well after reading Jonathan Schwartz's Weblog article looking for clues, the only hting that jumped out at me was the following:

"we will build all products at Sun from Java, Solaris, StorageTek and from our newly unified SPARC and x64 SunFire platforms."

"three products that represent the future of such systems innovations. The recently unveiled Niagara servers, the StorageTek Titanium archive platform; and lastly, an upcoming extension to our NAS offerings, code named Thumper."

"announcing in late June – code name Thumper. Thumper is a SunFire server, running Solaris and its 128-bit ZFS file system, that packs 24 Terabytes of storage into a miniature package – allowing Solaris and Java applications to run directly on the storage device at breathtaking speed and price points."

Not sure but this last product sounds like a competitive offering to EMCs Centera storage solution.

If so then Sun may be trying to position these offerings into their larger enterprise clients for large global ECM solutions and the ASP providers who may be offering hosted ECM.

I will be watching to see if there are any more clues over the next few days.

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