Some CMS vendors are "tweeners:" too small to dominate the marketplace, but too big to fit into a comfortable niche. Forbes is reporting that Standard & Poor's Equity Research has maintained "avoid" ratings on two such tweeners, Interwoven and FileNet, both of whom have seen declining share values of late. We should point out that other analysts have been less bearish on the two companies. And, we would not counsel prospective buyers to shy away from FileNet and Interwoven CMS solutions based solely on stock price fluctuations, especially because both companies have sizable cash troves to weather major turbulence on the revenue side. However, falling valuations does make them more susceptible to acquisition, even if the number of plausible suitors has dwindled lately...
Read the Forbes blurb