Imho: yes (a major shift)...
Coming on the heels of the recent Tridion acquisition by SDL, which validated the role of XML and content component management in translation, this move highlights the value of XML as an information management tool, moves content component management (CCM) fully into the realm of the enterprise, and increases the functionality of search through XQuery. This also changes the CCM market dynamics, where currently the key players are small companies that provide good solutions, to one where there is now a "heavy" Tier 1/Enterprise competitor in town.
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