What it doesn't bring to Oracle is the strong business process management / workflow platform that they would have got from Filenet. But I guess they could make an interesting play combining their BPEL Server (the one they acquired from Collaxa and is now renamed to be part of their Fusion middleware) with Stellent's ECM.
Stellent itself was mostly a web content management company till a few years back when they acquired Optika - a Filenet wannabe with strong Imaging and Workflow solutions. It will be interesting how this mix and match portfolio will be integrated into Oracle's offerings.
I guess now that Oracle has played its hand, the speculation moves on the next big acquisition - HP and Microsoft are the likely ones to make such an announcement. My bet is on HP acquiring either Opentext, Interwoven or Vignette within the next quarter.
technorati tags: ecm, consolidation, acquisition, document+management, imaging, workflow, bpm, bpel, oracle, stellent, hp, opentext, microsoft, vignette, interwoven
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