On the plane home from SAP’s Sapphire conference, reflecting on the overall impact of the announcements and the gestalt of the conference, it’s easy to conclude that SAP will survive Shai Agassi’s abrupt departure.
Software analyst Josh Greenbaum's opinions on enterprise software have annoyed enough vendors that he now checks under the hood of his PC every morning before he boots up.
SAP has bet a lot on NetWeaver, its platform-cum-SOA strategy, and has endured the slings and arrows of competitors belittling the fact that it didn’t reach universal adoption in the two-plus years since it was first announced. But it seems like data from ASUG, the US-based SAP user group, augmented with a little analysis from SAP chief Henning Kagermann, would indicate that NetWeaver has finally started to matter in the market.
Now that Salesforce.com has injected itself into the current presidential campaign, initially by supporting the Mitt Romney campaign's fundraising efforts, I think a comparison between Marc Benioff and John McCain is in order.
Shai Agassi has resigned from SAP amidst a massive reorganization of the company. It’s in many ways a sad day for SAP, and, if you’re spinning the news from the perspective of SAP’s competitors, it may or may not be a great day to be lining up to eat SAP’s lunch.
Okay, I've had another day to read the suit, and I'm convinced more than ever that Oracle has no case against SAP and TomorrowNow, at least as constituted in the complaint as I read it. There may have been rogue operators doing unsanctioned downloads, but the case as it is written would wash out quickly in my court.
Today's announcement that Oracle is suing SAP for allegedly using its TomorrowNow subsidiary to steal software code and other nasties highlights the effectiveness with which TomorrowNow is hitting Oracle where it hurts: right in the old maintenance fee. The lawsuit claims that SAP systematically stole software as part of a concerted effort to beat Oracle, etc.
A few nights ago I had the strangest dream. Microsoft had finally decided to go all out and make Dynamics its flagship product – the horse that pulls the cart, the engine that drives the train – instead of the other way around.
When I read this morning the obituary of John Backus, one of the key creators of FORTRAN, I was surprised to learn that this venerable language was born in the middle of the Eisenhower administration, which makes it 50 years old and shows us all how much our industry is greying. It's also a sobering thought to see these early pioneers heading off to computing's Elysian Fields, particularly at a time when so much more hard work is left to be done.
No good idea goes unchallenged, and today’s announcement at the Microsoft Dynamics Convergence conference that Office has become the new client for its enterprise applications suite follows on the extraordinary success that the Office gang has already registered in the SAP market. That success , aka Duet, has been one of the bright spots in SAP’s otherwise lackluster financial performance of late.
I promise no girlie pictures, and definitely no weeping judges, but if you want to know why I think Oracle is now the market leader in sensational, sound-bite news -- big and sexy and easy to put on page one -- please read on. This is of course about the Hyperion deal, which to be frank could be a pretty good deal for Oracle.