Thanks for your comments. I completely agree that a strong independed ECM vendor is a good thing. This is a vibrant and growing market that Open Text does a very good job of satsifying the needs of their ECM customers. My take on this situation is that given the recent round of consolidation, and Microsoft’s growing presence in the ECM space, I expect there’s a fear that Open Text might just get lost in the shuffle if they stay independent. There has certainly been speculation elsewhere that one of the drivers behind their recent acquisitions has been to make them attractive to others as an acquisition target (see the links in the original blog post). I’ve just put two and two together and it seems to me that these two fit nicely together. I could be completely wrong of course; only time will tell if it’s SAP, HP, someone else or no one at all.

Again, thanks for your comments, hope you enjoy the blog.

Unlike FileNet, which everyone knew was shopping itself around, Open Text has not been on the block and the speculation here and there hasn’t amounted to anything.

Here’s an idea: instead of factless speculation, how about writing about how a strong independent ECM player might in fact be a good thing. What think?