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Friday, January 27, 2006

The Venerable CMS Players

CEO departures normally precede/succeed bad developments inside an enterprise. Tony Byrne wonders how come when both Interwoven and Vignette announced improved results ,their CEO’s are headed out. Hopefully these two vendors are not getting acquired. Vignette's Thomas Hogan is moving on to HP Software (HP was always rumored to be on the lookout for acquiring a content management vendor & an EAI vendor), while Interwoven's Martin Brauns is retiring. Pointing to decent Q4 earnings (Vignette, Interwoven),& rounding out successive years of steady but very modest growth is indeed a respectable accomplishment. These two companies have withstood the onslaught of the bruteforce consolidation and stood their ground. For a quick comparison, look at the state Broadvision is in today – once it used to be revenuewise bigger than these two players put together. Let’s hope the change makes these two companies much better.

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