Thursday, 30 July 2009

SAP update

(By Anthony Miller – Thursday 30th July 2009 10:30am). To be honest there’s not much to add from yesterday's SAP 1H09 concall - which needed real stamina to get through. Management is ‘cautiously optimistic (favourite phrase for the time I would say) that the worst is behind us’ (I would vote for caution over optimism). And very little elaboration on SAP’s SaaS initiatives. On the albatross that is Business ByDesign, they have put in some new features and expanded controlled availability, though didn’t give the numbers. SAP promised that customers would have “no integration issues” with its new large enterprise offering (see SAP to try again with SaaS). Now they have to prove that they are not just a case of ‘long on promise, short on delivery’. But even with all of this, at least its SI partners are still making a good living out of SAP-related services.

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