HP Enters the ECM Race?

Found an article from Forrester on HP entering the ECM Race (thanks Tower). Click on the link for the full article available form the Tower Software Site.

Forrester states that HP are now confronting the "Four Horsemen" of Enterprise Content Management, guess they mean, EMC, IBM, Microsoft and Oracle ? Just to make sure I did a little googling and found the Forrester ECM 2007 report (thanks Oracle) that indicates this is so, as well as the report noted at the beginning.

But getting back to the overall thought of HP entering the race, what concerns me is how HP are going to compete in the ECM space race? The investment strategy seems to strengthen HP's compliance, archiving and discovery stack, but there is more to the total ECM feature space.

Will HP invest and develop in the other key ECM feature areas? Will they provide a set of "infostructure services" (as opposed to infastructure) to an ECM programme, or are they looking to get out there as an ECM Suite player in their own right. Only time will tell, I would hate to see the Tower Software purchase bury the TRIM engine into the overall HP stack for the sake of just ticking the box on a records management piece.

Guess we are all to stay tuned for the next unfolding in the ECM space race !