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The issue is the size of the installed base, there has never been this large of a base converting to a complete new architecture vs. adding to the architecture (mainframe ports to client server databases then adding transaction monitors).
Jan 20 16:25 pm
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All Comments by Halo30k »NetSuite: Not as Well Positioned as Larger Players [View article]
I said that SAP didn't invent BPEL which is what you mentioned. I would focus on the fact that it is not in SAP or Oracle's short term incentives to port to the platforms as this will cost them $10's of billions over the next decade.
SAP's $300m in revenue in 1992 is only 2% of today's revenue which is almost 98% client server/internet bolt on. Of there $300m of revenue they were not a ERP that sold in the US market as less then 100 of there customers were US based for R/2. They are really a R/3 client server internet bolt on wave 2 ERP company. They have only built Basis (TP monitor) and Netweaver (Web App Server). These are low end solutions that couldn't be sold as stand alone products to non-SAP customers. How is SAP going to build the other 10 peices of middleware ware that make real SOA/Web Services/RIA/Flex/AjAX... Source/BPEL/Business Intel, Middleware technologies.
How would you port 60,000 customers with 10 major releases. SAP has a database with 75k tables, 100k + views, millions of line of ABAP code, 10,000 Basis RPC's, This is all hard coded architcture that looks like mainframe based development vs. modern development MVC (model view controller) moduler development. Oracle is just a bad as they have 30 apps or more that have nothing in common.
Microsoft will spend 5 more years rewriting their apps in .Net which by 2013 will be ready for a new development platform and be behind from the start. Sage & Infor will merge to form the mid market SME Oracle. I see SaaS as another entry in this pile. With that its the only one Enterprise application investors have to invest in with high returns as the legacy market gets reinstalled. Netsuite is one of 10-20 that will make early market cap returns as $100-200billion of equity over the next 36 months. I did buy in the mid 30's and have no problem with that as I see it a $100 stock in the next 36 months. Thats enough return for me.