Today CMS Wire covered the OpenText acquisition of Dell and quoted a passage from Alan Pelz-Sharpe’s earlier article covering the subject: In a blog post today, Digital Clarity Group analyst Alan Pelz-Sharpe characterized the deal as a “good move” that “makes a great deal of sense for both parties.” He explained: “It was no secret… read more >
Today we got confirmation that OpenText is buying Documentum (aka Dell EMC’s Content Management Division). Let’s say right up front we think this is a good move. Though some upheaval is to be expected, it makes a great deal of sense for both parties. Though Documentum was acquired by EMC in 2003 for $1.7B (and… read more >
On Wednesday this week Alan Pelz-Sharpe was quoted in an article on Tech Crunch about the Dell-EMC deal written by Ron Miller: “Alan Pelz-Sharpe, an analyst with Digital Clarity Group, isn’t quite as bullish on the deal as Ellison, but he still likes what he sees, especially in terms of long-term stability for the two… read more >
Dell has made a lot of progress raising the cash necessary to acquire storage giant EMC by selling $20B investment grade secured bonds in May, and $3.25B worth of junk bonds earlier this month. This past Monday, the company raised another (estimated) $2.2B more by selling Dell Software to Francisco Partners and Elliott Management. Today… read more >
When Alan Pelz-Sharpe, Vice President & Managing Director VOCalis with Digital Clarity Group and previous guest on The CMS-Connected Show, explained the story behind the Documentum divestiture last month, he expressed his disagreement with many people who claim that Documentum is an old technology. He believes it is not true and believes the opposite to be… read more >
Technology and market research analysts who track the enterprise content management (ECM), business process management (BPM), case management, and information governance spaces awakened to a huge surprise last week—Dell was making overtures to buy EMC and EMC was just fine with that outcome. Really??!! This was a head snapping, attention grabbing news item if there… read more >
