Posted by pnear

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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Pete's Lifestream

From two weeks of Daddy time to a week of Daddy travelling. It'll be like quitting cold turkey for the kids when I fly out tomorrow.

Monday 19:09

New blog post: Wedding Videos http://tinyurl.com/9zagsv

Sunday 15:14

Anyone want my old 27" CRT television? Still works!

Saturday 0:18

Just finished watching "Bedtime Stories" with the kids. Very fun/cute movie, thumbs up.

Friday 17:54

Converting old video camera tapes to digital. I get sentimental around New Year's Day.

Thursday 9:27

Happy New Year!

Thursday 0:08

New blog post: A Year In Review – 2008 http://tinyurl.com/8k8aq8

Wednesday 23:11

On the hunt for snow crab. Found, in oakville.

Wednesday 16:45

New blog post: Christmas Pictures http://tinyurl.com/8cle9w

Wednesday 15:44

New blog post: Test Post http://tinyurl.com/9jhdmg

Wednesday 15:40

New blog post: Disney on Ice http://tinyurl.com/94nkqe

Tuesday 16:09

Just saw a woman walking two muzzled pitbulls and a baby in a stroller. Not judging. Ok, yes I'm judging.

Tuesday 14:39

Giving up on renewing my health card. Two hour wait.

Tuesday 13:42

I screwed my back up three days ago. Now starting to get annoyed that it isn't getting better. So much to do!

Tuesday 9:41

At "Disney on Ice" in Toronto with the kids.

Sunday 12:42

No more snow. :-( Lots of wind though, threw my steel patio table across the lawn.

Sunday 8:57

Very pleased with Settlers of Catan (board game I received for Christmas). I can see this becoming an addiction.

Saturday 23:18

I've been fattened up on turkey and pie. All things considered, it's a "good fat".

Thursday 20:37

A very Merry Christmas to everyone who's still awake at the stroke of midnight. I'm settling in for my long winter's nap.

Thursday 0:00

Il neige encore!

Tuesday 16:33

Weaseling successful. Shopping with my Buick float-a-boat (pretty sure that's the marketing name).

Tuesday 11:02

Trying to weasel my way into a loaner car so I can finish my shopping while the car is getting serviced.

Tuesday 9:24

Boxing Day flyers are starting to leak out. All posted here: http://boxingday.redflagdeals.com/

Monday 22:16

It's official - Jodie has strep throat for the holidays. Merry Strepmas!

Monday 10:30

New blog post: Snowmageddon Pictures http://tinyurl.com/7mr93s

Sunday 20:15