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Date: | Mon, 14 Jun 2010 09:34:57 -0700 |
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So I am back and way out of the loop. Autonomy bought ca?
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Rob Giganti
Sent: Wednesday, June 09, 2010 6:36 PM
To: [log in to unmask]
Subject: Re: Autonomy/CA Merger Announcement
There are many reasons why a Company would sell off a business unit. In my
opinion, typically it would be for 1) Poor Performance 2) Strategic drift (when
money was "easy" to make the Company got a little too fat with acquisitions
and needs to reallocate to stick to their core) and 3) Outlook on the long term
performance of the business units.
From what I've read today I tend to discount Poor Performance and a change
in the long term outlook of CA Information Governance unit. CA is one of
those companies built by acquisition and they need to reallocate their portfolio
of business units to stick to their core and long term strategy.
Autonomy has gained a tremendous gem from what I've seen of CA Records
Manager. Surely they will integrate Records Manager into their IDOL
framework. I also see IBM and others ramp up their salesmanship over the
next 2 years to try to win over existing CA business. Could we see another
acquisition??? Have to see what Gartner and Forrester think in their next
analysis.
Rob
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