The New SAP: Restarting the Post-Kagermann Era
In one of life’s little ironies, I was in the airport last Sunday on my way to Europe– and a series of meetings in Walldorf – when I got a call from SAP. The rest you probably know: the SAP board decided not to renew the contract of Léo Apotheker – who succeeded Henning Kagermann [...]
Irrational Populism
I’ve been reading about some of the troubles that the Las Vegas hospitality industry is going through (as well as getting a lot of promo email for $40 a night suites at Mandalay Bay) and it again reminds me that populist uproar is neither rational nor constructive. Luxury hotels have also suffered from the backlash [...]
The Sourcing Oracle? Making the Sun Deal Pay Might Not Be as Easy as it Looks
I found a recent article by Dan Hannon at Purchasing rather insightful in its examination of some of Oracle’s strategy to eke out every ounce of shareholder value possible through its acquisition of Sun. According to Hannon, “On a conference call ? O…
Bob Evans: SAPs Primary Competitor
Best piece of advice Bob at Information Week gives Hasso Plattner in an “open letter” is quit the asinine focus on Oracle as “primary competitor”. That is aiming way too low. He says: “Rather, SAP’s top competitor is cloud computing…
Ariba’s Earnings — What Stands Out (Part 1)
After reading through Ariba’s earnings transcript and consulting my own notes from the call, I’ve come away with a fairly optimistic view about how Ariba performed in its most recent quarter, and a positive outlook on how Ariba looks to perform in c…
