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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