SAP

SAP's software powers many enterprises, but the company is in transition with new co-CEOs and a software as a service suite called Business ByDesign that targets the mid-market. SAP's software developer network is viewed as a powerful community that can deliver answers quickly. SAP is also betting heavily on business intelligence via its acquisition of BusinessObjects.

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SAP: Is HANA growth overstated?

"We believe the trend in compute is massively distributed commodity boxes, and while there is a market for products like HANA and Exadata, it is significantly smaller than optimistic descriptions by SAP and Oracle," says Cowen & Co. analyst.

April 4, 2013 by

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