Signal Hill (investment research) says this in their current newsletter:
The competitive significance of Pearson’s entry into the CMS market is profound in our opinion. Today NCS Pearson dominates Student Information Systems (SIS) software sales in the U.S. K-12 market, and has the largest salesforce in the school software market. The addition of the eCollege course management system (CMS) platform should be easy to leverage against this salesforce and will likely present more formidable competition to the only other meaningful competitor in the market, Blackboard Inc. In addition, whereas eCollege had been content to target its CMS product exclusively to those institutions with 100%-online degree programs, leaving the larger market of CMS as a supplement to traditional ground-based classes to Blackboard and others, Pearson may, in fact, be more ambitious. Pearson’s brand reputation in the college textbook market and their superior capitalization, could lead them to be a much more competitive presence in the post-secondary CMS market.