SAP AG (SAP)
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- General Discussion on SAP
- Lawson's Harry Debes: SaaS Industry Will Collapse in Two Years [view article]
- Supply Chain Management Enterprise Software: And Then There Was None [view article]
- SAP AG Q2 2008 Earnings Call [view article]
- SAP Looks Strong [view article]
- Wall Street Breakfast: Must-Know News [view article]
- What Does Microsoft's Bizarre Leadership Claim Really Mean? [view article]
- Microsoft: In Need of Focus [view article]
- Is SAP Heading for a Share Price Drop? [view article]
- Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
- Warren Buffett Likes Germany, and So Do We [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Oracle's Got What It Takes - Barron's [view article]
Recent SAP Articles
- Lawson's Harry Debes: SaaS Industry Will Collapse in Two Years
- 4 Technology Providers Ripe for Acquisition
- Supply Chain Management Enterprise Software: And Then There Was None
- Japanese Tech Stock Weekly Summary (8/4-8/10)
- SAP Looks Strong
- SAP Reports Strong Revenue Growth
- SAP Upbeat, and Rivals Rally
- Wall Street Breakfast: Must-Know News
- What Does Microsoft's Bizarre Leadership Claim Really Mean?
- Microsoft: In Need of Focus
- Full List of Articles »
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Slumping Software Stocks: Opportunity for Investors? [view article]
As a Learning solutions manager for Unitek IT, I found this article quite interesting.So from what I understand from this article, is that june or july would be a good time to move on SAP or CRM? Reply
Promises, Promises: Waste Management's Case Against SAP [view article]
In addition the infrastructure at WM is/was probably one of the worse ever encountered. The data and application integration issues alone were nearly insurmountable. WM is probably a good example of a company that needs to basically replace everything while the business runs. Not an easy task for anyone and most at WM seem to understand lots about waste management but not much about technology. ReplyPromises, Promises: Waste Management's Case Against SAP [view article]
I think it reflects poorly on WM. How is it that 10,000+ companies have implemented R/3 with 100s of industry solutions and add-ons with millions of customizations but Waste Management couldn't do it? ReplyDeath of the Independent Software Firm? [view article]
Nice try, but ACTU's stock is demonstrating that the company is sinking. ReplyTibco Up on Solid Earnings, Guidance; Larger IT Players To Win Anyway? [view article]
What?..3 cents...is all its up and you write it up as if its a 50% jump...Don't pump and dump the stock please...and fool naive investors... ReplyOracle’s 'Miss': The Canary in the Coal Mine [view article]
Safra Catz was singing like a canary for sure. BTW, Catz is a she. ReplyUnder The Radar News - Monday [view article]
Benioff approached Cisco last October so this is old news. Given the Webex deal was done in 10 days and that they are now pitching Oracle it doesn't look good for a Cisco/Salesforce marriage ReplyIndia’s Labor Arbitrage Strategy [view article]
Agree that India cannot sustain 15% hike but it is not that Indian companies behind it but it is the market demand. This increase is also trickling down to other sectors such as Real Estate and Services in India. Once the IT development centers in Eastern Europe and South America catch up with Indian IT salaries, Indian IT firms will have rethink but as of now they still hold the EDGE. ReplyUnder The Radar News - Monday [view article]
It seem strange to speculate that there is any reason for a corporate marriage for such a successful company in a growing market segment, but perhaps the reports of scalability issues and doubts in Salesforce ability to resolve these issues in a timely manner are a root of these rumors. ReplyUnder The Radar News - Monday [view article]
"eBay (EBAY) is looking to make its affiliate marketing an in-house venture. If it succeeds, eBay could dump ValueClick's (VCLK) Commission Junction."Doesn't Amazon do it's own affiliate marketing? You'd have thought this is a core competency for a company like eBay. Reply
Microsoft Presentation Reveals Business Applications' Poor Cousin Status [view article]
Really!It's more like a crazy shunned homeless uncle! Reply
Citrix: SAP's Next Acquisition? [view article]
For me it's not really clear why it should be Citrix. You don't mention your motivation why you think it could be Citrix. You don't have by accident stocks of them?How about Temenos? For Dennis Karthikeyan it seems to make sense.... See he's article: seekingalpha.com/artic... Reply
Enterprise Software Suites: Boom or Bust? [view article]
Check this out to see how companies depend on ACTU software:www.reuters.com/articl... Reply
Enterprise Software Suites: Boom or Bust? [view article]
Stock of companies such as ACTU are heavily oversold on no bad news. They have steady license revenue stream and quality customers whose key systems depend on ACTU software. They provide software for the hot Business Intelligence market and are also a potential acquisition target.Check this out on ACTU: www.smartmoney.com/und...; Reply
Enterprise Software Suites: Boom or Bust? [view article]
Yes, owning good BI apps can be very expensive, but renting BI can be cheap. Lucid Era and other companies in this space are providing low cost BI apps for rent. Check them out.. Reply