David Brakoniecki has some good commentary on OpenText's Q2 results on his blog.? Not about the financials of the call, but about implications in the BPM market:
In their core market of electronic content management (ECM), the Opentext world is neatly divided in two:? Microsoft/Sharepoint and SAP are allies and ECM Documentum and IBM Filenet are the enemies.
At least this simplifies their strategy.? They know who their friends are and who their "enemies" are.? Companies rally around relatively simple strategies and objectives. Also interesting were the comments about BPM integration (two BPM suites integrating, not to mention integrating them with the rest of OpenText's offering):
- 2012 will be a year of product development to bring the products together and create a coordinated roadmap
- The combine BPM product line will be integrated with the rest of the Opentext business in 2013
So far David's blog has been the best way to keep up to date on OpenText's BPM developments.