Seeking Alpha

SAP AG (SAP)

()

News & PR
Market Currents

Buzz
Twitter: SAP

Business Intelligence
Transcripts
Events
Key Developments

Instablog posts on SAP

IBM feels cozy on sidelines as Oracle-Sun deal languishes in anti-trust purgatory by Dana Gardner
You have to know when to hold them, and when to fold them. That's the not just slightly smug assessment by IBM executives as they reflect -- with twinkles in their eyes -- on the months-stalled Oracle acquisition of Sun Microsystems, a deal that IBM initially sought but then declined earlier... More »
November 18, 2009 • IBM, ORCL, JAVA
Microsoft and SAP Again Team Up Against Oracle by Peter Mycroft Psaras
The Wall Street Journal just published an article today (after the market close), where Microsoft (MSFT) and SAP (SAP) would expand the their existing partnership and team up to compete against Oracle (ORCL). Here is the link to the article;blogs.wsj.com/digits/2009/11/17/microsof...In the... More »
November 17, 2009 • MSFT, SAP, ORCL
BriefingsDirect analysts discuss business commerce clouds: Wave of the future or old wine in a new bottle? by Dana Gardner
Listen to the podcast. Find it on iTunes/iPod and Podcast.com. View a full transcript, or download a copy. Charter Sponsor: Active Endpoints. Also sponsored by TIBCO Software.Special offer: Download a free, supported 30-day trial of Active Endpoint's ActiveVOS at... More »
November 16, 2009 • HPQ, IBM, ARBA
ZapThink explores the four stages of SOA governance that lead to business agility by Dana Gardner
This guest post comes courtesy of Jason Bloomberg, managing partner at ZapThink.By Jason BloombergFor several years now, ZapThink has spoken about SOA governance "in the narrow" vs. SOA governance" in the broad." SOA governance in the narrow refers to governance of the SOA... More »
November 16, 2009 • HPQ, IBM, SAP
ClickSoftware at an Inflection Point by Gino Verza
ClickSoftware Technologies Ltd. (CKSW) is the leading provider of workforce management and service optimization solutions. These create value for the client through enhanced efficiency and cost effectiveness; and higher level of satisfaction for the ultimate customer. This article... More »
November 8, 2009 • CKSW, SAP, ACN
Stocks most (inversely) correlated to the dollar by talld
These stocks for Today only (Tuesday) were responding the most to changes in the dollar, of those stocks I track. (The larger the absolute value of the score, the more similar the relationship.stockbScoreCompanyUBS-55 UBS AG (NEW) DB-53 DEUTSCHE BANK AG SWK-48 STANLEY WORKS... More »
November 4, 2009 • UBS, DB, SWK
You'll be far better off in a future without enterprise software by Dana Gardner
This guest post comes courtesy of Ronald Schmelzer, senior analyst at ZapThink.By Ronald SchmelzerThe conversation about the role and future of enterprise software is a continuous undercurrent in the service oriented architecture (SOA) conversation. Indeed, ZapThink’s been talking about... More »
November 3, 2009 • HPQ, IBM, SAP
Microsoft Free Cash Flow Analysis by Peter Mycroft Psaras
The following is a Free Cash Flow Analysis of the company from 1993-2011. The key ratios that I will use in the analysis are price to free cash flow (PFCF) and Free Cash Flow Return on Invested Capital (FROIC) as well as debt to equity. When investing I look for PFCF below 15 times and... More »
November 2, 2009 • MSFT, AAPL, BIDU
SAP results indicate its markets are shrinking and margins are declining by Trefis
SAP which makes money by selling crucial software applications to businesses worldwide reported quarterly results recently that indicate the demand for its software has been lower than expected. Furthermore those customers who are spending have been more demanding leading to declines in... More »
October 29, 2009 • SAP, ORCL
CGTS DAILY FOR MONDAY 26 OCTOBER 2009 by Michael Clark
Clark's Gate Timing SystemMonday 26 October 2009Happy birthday to both my brother and sister who were born on this day in 1948 and 1949. There is no means of avoiding the final collapse of a boom brought about by credit expansion. The alternative is only whether the crises should come... More »
October 26, 2009 • GE, SAP, TEVA

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

SAP AG (SAP)

Instablog posts on SAP

IBM feels cozy on sidelines as Oracle-Sun deal languishes in anti-trust purgatory by Dana Gardner

Microsoft and SAP Again Team Up Against Oracle by Peter Mycroft Psaras

BriefingsDirect analysts discuss business commerce clouds: Wave of the future or old wine in a new bottle? by Dana Gardner

ZapThink explores the four stages of SOA governance that lead to business agility by Dana Gardner

ClickSoftware at an Inflection Point by Gino Verza

Stocks most (inversely) correlated to the dollar by talld

You'll be far better off in a future without enterprise software by Dana Gardner

Microsoft Free Cash Flow Analysis by Peter Mycroft Psaras

SAP results indicate its markets are shrinking and margins are declining by Trefis

CGTS DAILY FOR MONDAY 26 OCTOBER 2009 by Michael Clark

The Seeking Alpha 100

Fastest Climbers

Top Commenters

Top Instabloggers

Top StockTalkers