SAP Needs A Better Cloud And Platform Story, And A Good Story Teller


This past week, there was a 2 day influencer event in Palo Alto where SAP explained (or tried to explain) its Cloud, Mobility and DB&T vision to about 16 of us. SAP paid for my airfare and hotel and ground transportation. Many thanks to Mike Prosceno and Stacey Fish – you are the best atContinue reading “SAP Needs A Better Cloud And Platform Story, And A Good Story Teller”

On Business, IT And Artificial Distinctions


Whoever started the concept of IT treating Business as a customer did a big disservice to the world. Don’t get me wrong – I grew up thinking that Business is the dog, and IT is its tail, and the tail does not get to wag the dog. My thinking has evolved a lot recently, mostlyContinue reading “On Business, IT And Artificial Distinctions”

Workday IPO – First Impressions


So the much anticipated IPO of Workday is here. http://www.sec.gov/Archives/edgar/data/1327811/000119312512375787/d385110ds1.htm#toc385110_13  . Pretty detailed S-1 too. I just flipped through it and also read Dennis Howlett’s blog on it on ZDNET. The best part of this is that the founders have a long term plan to keep control of the company, and virtually eliminate chances ofContinue reading “Workday IPO – First Impressions”

Not Even Apple Can Keep The Market Happy


So AAPL announced its Q3 results – and next thing we know its shares took a beating – almost down 5% in after hours trading when I looked. Did anything change fundamentally for AAPL to deserve this brutal treatment from investors? I doubt it – they are just paying the price for being a veryContinue reading “Not Even Apple Can Keep The Market Happy”

Shelf life of innovaton


To begin with – I wonder if someone will argue with me if I just say “there are only so many original ideas in this world”.  I am sure someone would – I can think of a few people I know on social media who hold a different view. In any case – I firmlyContinue reading “Shelf life of innovaton”

Cloud And Mobility Market In India – See It To Believe It !


As I am finishing up my visit to India, I cannot help but wonder why I chose to make a living in USA, and not here. As I stepped out the air conditioned room I was sitting in at my parents’ apartment to drive to a restaurant with my dad for lunch today afternoon –Continue reading “Cloud And Mobility Market In India – See It To Believe It !”

And Appleby says , It’s Cloudy out there…


For the first time ever on my blog, I have a guest post by my dear friend, John Appleby – fellow SAP mentor, blogger and an executive at Bluefin, in London, UK.  So without further ado – Ladies and Gentlemen,  I present to you, John Appleby 🙂   When you go to a major conference,Continue reading “And Appleby says , It’s Cloudy out there…”

SAP buys Ariba for $4.3B – rather pricey, but still a good deal


As I was fighting jet lag and lying wide awake on my hotel bed in Bangalore yesterday night, I saw the news on twitter that SAP is going to buy Ariba for $4.3B. When IBM bought Emptoris earlier, there was always a question of who will buy Ariba – and my bet was on Oracle.Continue reading “SAP buys Ariba for $4.3B – rather pricey, but still a good deal”

Some random thoughts on SAP’s cloud strategy


As I am flying to Bangalore, I have been thinking of SAP’s cloud strategy – or at least what I understood as their strategy – a fair bit. In general, they did not blow me away. However, I do think they have a lot of things done right. So here are some random thoughts forContinue reading “Some random thoughts on SAP’s cloud strategy”

SAPPHIRENOW 2012 Orlando, day 3 – HANA, Developers, Partnership – and one more thing !


Day 3 has been my favorite ever since Vishal and Hasso started keynoting on the last day of SAPPHIRE. So I was up bright and early, and got to the keynote area much before it started. Unlike last year, this time it was Hasso who started the Keynote. The first part of his session wasContinue reading “SAPPHIRENOW 2012 Orlando, day 3 – HANA, Developers, Partnership – and one more thing !”