SAP AG (SAP)

All Comments on SAP

  • commenter
    Apr 05 11:04 PM
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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
  • commenter
    Apr 02 07:29 AM
    My Website
    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. Reply
  • commenter
    Apr 01 10:04 AM
    Promises, 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? Reply
  • commenter
    Mar 31 07:40 PM
    Death of the Independent Software Firm? [view article]
    Nice try, but ACTU's stock is demonstrating that the company is sinking. Reply
  • commenter
    Mar 28 02:32 PM
    Tibco 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... Reply
  • commenter
    Mar 27 03:13 PM
    Oracle’s 'Miss': The Canary in the Coal Mine [view article]
    Safra Catz was singing like a canary for sure. BTW, Catz is a she. Reply
  • commenter
    Mar 21 10:51 PM
    Under 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 Reply
  • commenter
    Mar 20 12:35 AM
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    India’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. Reply
  • commenter
    Mar 18 01:20 PM
    My Website
    Under 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. Reply
  • commenter
    Mar 17 08:51 PM
    Under 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
  • commenter
    Mar 16 06:34 AM
    My Website
    Microsoft Presentation Reveals Business Applications' Poor Cousin Status [view article]
    Really!

    It's more like a crazy shunned homeless uncle!
    Reply
  • commenter
    Mar 15 12:34 PM
    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
  • commenter
    Mar 11 06:00 PM
    My Website
    Enterprise Software Suites: Boom or Bust? [view article]
    Check this out to see how companies depend on ACTU software:

    www.reuters.com/articl...
    Reply
  • commenter
    Mar 11 05:56 PM
    My Website
    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
  • commenter
    Mar 11 03:27 PM
    My Website
    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

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