EIC podcast: SAP, Intel, Dell, XP and Google

In this week's E

IC squared podcast Dan and I talk SAP, Intel's Mobile Internet Devices, Dell and Google's employee exodus. Dan and I mull over the SAP's succession plan. SAP named Leo Apotheker co-CEO with Henning Kagermann, who has a contract that runs out in 2009. Apotheker will be expected to sell SAP's technology lineup. We also touched on the retirement of Peter Zencke, the architect of SAP's BusinessByDesign SaaS software.

Moving on we noted Intel's IDF announcements and the prospects of Mobile Internet Devices (MIDs). Is there a market? And will these Intel chips--dubbed Atom--wind up in the iPhone or another touch device?

Dell also went to Wall Street this week and Dan reckons that the company has hit a rough patch, but can right the ship. Is history on Dell's side? We also talk about XP's reprieve and its future on devices.

And finally Dan riffs on the departure of Google's CIO Douglas Merrill for EMI. Merrill is among a bevy of analysts leaving for new pastures. Dan reckons that Google employees hit the lottery and are merely rethinking things.