Today's illiquid IT marketplace helps foster a kind of winner-take-all momemtum. Consider Documentum. The company's balance sheet, earnings, and stock price have all held up well because of the company's diverse product line and its (unintentional) tardiness in riding the dotcom-inflated WCM bubble. After acquiring Syndication and DAM technologies on the cheap over the past year, now Documentum is making a bigger KM play with its acquisition of eRoom Technologies. We think it was prudent to digest its earlier acquisitions and roll out a new version (V.5) of its suite before this particular meal. Nevertheless, it can be an increasingly difficult challenge to truly get all these different tools to work together underneath the covers. Just ask divine...
Read about the eRoom acquisition