EIC podcast: SAP; JavaOne; AMD, Microhoo

As for Sapphire this week, the big question was what was happening with Business ByDesign, SAP's software as a service rollout. The verdict: SaaS is harder than it appears and SAP is rethinkng its entire model. Nevertheless, the SaaS market will be large and SAP will definitely be a player.

Meanwhile, the story with AMD is focused on what isn't being said. AMD has declined to discuss its asset light model and its roadmap, highlighted by Tom Krazit, will depend on solid execution. Can AMD deliver?

Dan recapped his JavaOne experience, how he caught up with Neil Young and discussed Sun's cloud computing plans. Sun is also dabbling in the consumer markets. Is it too late?

And finally we leave you with a simple question: Will Microsoft stay away from Yahoo or come back if Jerry Yang and company have second thoughts? Dan's verdict: Don't count out a Microhoo in the future.