"Oracle still faces significant challenges in competing with IBM and EMC for large ECM deals"
Also they said
"More than 54% of the market, as measured by total software revenue, is held by just three vendors — EMC, IBM and Open Text."
I am as an Oracle ECM consultant, I wish they succeed in their compition in ECM market. I work in Middle East and we face lake in ECM knwoledge either from Oracle Partners or Oracle Customers. I wish Oracle focus in improving ECM knowledege not only in technical but also is business needs and uses.