Enterprise content management provider Stellent agreed to take $440 million of Oracle's money today. Stellent has been looking for a suitor and Oracle continues its shopping spree to be the Wal-Mart of enterprise software. Here is the deal logic from Oracle:
This acquisition is expected to further accelerate Oracle’s entry into Enterprise Content Management– an opportunity that is estimated at $3.6 Billion in 2006 and growing at 13%+ annually--with a best-of-breed product suite. Further, it should accelerate the integration of Stellent’s ECM solutions with Oracle Database, Oracle Fusion Middleware, Collaboration Suite, and OracleApplications.
More analysis to come...