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It's been interesting observe the market reaction to HP's acquisition of Exstream Software, announced last week. A recent posting on Print CEO Blog speculates that the sale is valued at US$1 billion and suggests that HP are probably working on a high-speed colour inkjet engine for direct-mail and transactional applications.
If there is an element of truth to this, then purchasing Exstream would be a smart move for HP. Exstream's flagship solution, Dialogue, is highly geared to the transactional market. While HP don't currently play in this space, Exstream's strong customer base in data-centres and transactional bureaus will provide HP with a good foot in the door to this market.
It's also interesting to note that HP's acquisition follows a similar acquisition by EMC of Exstream's closest competitor, Document Sciences. As EMC are a leading player in enterprise content management, I presume that this acquisition is to leverage Document Sciences xPression solution as a content publishing engine for EMC's suite of content management systems.
Posted on Monday, 28 January 2008 at 1:29 PM | TrackBack: http://www.veedeepee.com/cgi-bin/mt-tb.cgi/82