Will the economy hurt SAP? BofA/Merrill thinks it will, I seriously doubt it


Today morning, I saw this news  http://www.businessinsider.com/analyst-sap-headed-for-rocky-patch-2011-12 and then this article in Forbes ( written by someone in Forbes Staff, not advoice)  http://www.forbes.com/sites/ericsavitz/2011/12/16/sap-merrill-downgrades/?partner=yahootix BofA / Merrill Lynch analyst Chandramouli Sriraman downgraded the stock from Buy to Neutral.  And when I checked the stock for SAP AG, it seemed to be trading about 2.6% down. And…

SAP Influencer Summit – 2011, It’s all about the cloud


I almost missed the SAP Influencer Summit in Boston this year due to a last minute official trip across the oceans . But things worked out, and I managed to get back to Boston to attend the Influencer summit .  In fact the Lufthansa flight from Frankfurt to Boston had quite a few SAP folks…

Leaving on a Jet Plane, thinking they could have done it better


I am in Trivandrum Airport(Capital of Kerala,the southern most state in India – and also my hometown) now, at the domestic terminal waiting for the flight to Bangalore . There is no internet access here, so by the time I post this, I will probably  be in Bangalore, Frankfurt or even Boston. I am on…

SAP buys SuccessFactors – a few random thoughts


I heard the news of SAP buying SuccessFactors while in the cab to PHX airport for a last minute business trip to India. And I am typing this from the plane – the first of four that will take me to Kolkata. On my way back from India, I will get to attend the SAP…