Content management – the new battlezone?

About 18 months ago the battle raged in the BI zone with IBM snapping up Cognos, Oracle absorbing Hyperion, and SAP going for the big one Business Objects.

Now it seems that the area of content management is now on the horizon as the next combat area with Oracle acquiring Stellent, IBM acquiring Filenet and SAP placing interests in Alfresco and Newgen. The big debate in this arena is what of the position of OpenText? For sometime OpenText and SAP have worked very closely on solutions in  this area so a logical move is obvious. Who knows in these conditions but certainly one to watch.

These activities does bring into focus the actions of the big three to consolidate the application areas – again something to watch for.

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SAP – some analysts views

Yesterday I mentioned that the FT had posted an article speculating on SAP results – 2 analysts stated their views

Wedbush Morgan analyst Michael Nemeroff  repeated his Hold rating on the stock, and trimmed his price target to $33, from $42. Nemeroff is looking for Q4 revenue of 3.439 billion euros, and 67 Euro cents a share, below the Street at 3.545 billion and 70 cents. For 2009, he cut his EPS estimate today to 1.94 Euros a share, from 1.99. “We remain on the sidelines regarding SAP shares as we believe that the recessionary environment could continue to weigh on the company’s software sales over the next few quarters as it did at the end of Q3,” he writes.  “Despite SAP shares trading below their historical average lows, we believe they might not appreciate meaningfully until the macroeconomic environment begins to stabilize.”

JMP Securities analyst Patrick Walravens this morning reiterated his Market Underperform rating and $25 target on the stock. He now sees 2009 EPS of 1.90 euros a share, down from 1.94. “We expect 2009 to be a difficult year for SAP as enterprises delay spending on big application deployments,” he writes. For Q4, he expects revenue of 3.487 billion Euros and profits of 70 Euro cents a share.