When it comes to my own industry, I tend to rely quite a bit on financial news by tracking their stocks. In Enterprise Content Management, that means that I have traditionally kept my eye on OTEX, STEL, FILE, DCTM to see what the analysts have to say and what daily fluctuations are happening in the market. Tracking the news via Google Finance and Yahoo Finance has become routine, and sitting in on the quarterly analyst calls for these companies has been even more interesting.
But since most of those companies have been gobbled up by larger entities, tracking the ECM market has become somewhat frustrating. It’s nearly impossible to get any external information about my employer (Stellent) by watching the ORCL news.
So I find my patterns shifting:
- News and fluctuations regarding OTEX have far more weight now than in the past. If you want to track an ECM company, this is pretty much the only one left of any size and influence to watch.
- Blogs on ECM have been more and more on my radar, but I find that they are specialized in one technology or business problem and don’t help me get a feel for the market.
- With the absence of ECM-specific stock analysts publishing information publicly I find I’m left to making more assumptions than I had potentially in the past about product performance.
I think I’m going to have to figure out how to get more in the loop on Gartner and Forrester research, because I know that they still keep active analysis of the overall market even now that companies have consolidated.
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