CMS Companies under pressure - Vignette (VIGN), Interwoven (IWOV), etc...
If you haven't heard of
wikis, you will. They will threaten Content Management Systems (CMS) companies market share in the next couple of years. I'm glad I'm not a holder of
IWOV or
VIGN. Even Microsoft's Sharepoint is at risk of competing with these systems. Wikis represent crude CMS for very low price points. Interwoven and Vignette make their money selling these systems for a lot of money. While there is always a market at the high-end for systems with superior quality, the market transitions are always tough on the established market leaders when opensource/cheap solutions enter the fray. Just ask
Borland about
Eclipse.
1 Comments:
MSFT hired the guy who invented Wikis.
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