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
. 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