Paula Rooney highlights Lucid CEO Eric Gries' open source enterprise search plan: Be the Red Hat of enterprise search. Lucid, which just emerged from stealth mode and with $6 million in funding (statement), had already lined up some big customers like HP and FedEx.
But let's fast forward a bit. Like Red Hat Lucid will start in one area--enterprise search--and expand into new adjacent markets. Red Hat can offer a stack of software mainly fueled by its acquisition of JBoss and the middleware it provides. Lucid will have to follow a similar path. Why? The enterprise search market is already shifting.
Last week, enterprise search giant Autonomy acquired Interwoven, a content and document management software outfit, for $775 million. Autonomy paid a 36 percent premium based on Interwoven's closing price on Jan. 21. Why a hefty premium?
Autonomy believes it can cross-sell Interwoven's customers, but ultimately you're going to see document management and enterprise search merge. Compliance, unstructured data, e-discovery, content management and search will all be mixed in the same soup of software. Autonomy said that its Interwoven acquisition will "accelerate the delivery of the next generation unstructured information management software."
The Autonomy-Interwoven combination will have more than 4,600 customers across the globe. According to the companies, the big plan is to take Autonomy's ability to understand content via search and fuse it with Interwoven's systems that manage content interactions.
Overall, Autonomy's plan makes a lot of sense and is likely to put pressure on rivals. Would anyone be surprised if a company like EMC's Documentum unit or IBM picked up Endeca?
In a nutshell, Lucid remains an interesting company to watch, but it is tackling a moving target. And that target is moving toward a search Swiss Army knife that can navigate legal, regulatory and document hurdles that enterprises face.
- Microsoft offers to buy FAST for $1.2 billion; Likely to trigger enterprise search consolidation
- Enterprise search: How long to deploy?
- Paul Miller's Semantic Web blog