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  • Enterprise Software: More Room For Downside Surprises [View article]
    For ERP software vendors like ORCL and SAP... yes.

    For best breed software and consulting vendors such as supply chain management leader i2 technologies and SaaS vendors sepecially in HR and ACCOUNTING, 2008-2012 is the rapid growth period.

    SAP and ORCL are not growing anymore, their decline will become obvious by end of this year...
    May 15 10:49 am |Rating: 0 0 |Link to Comment
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