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. AndContinue reading “Will the economy hurt SAP? BofA/Merrill thinks it will, I seriously doubt it”
Category Archives: Enterprise Software
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 folksContinue reading “SAP Influencer Summit – 2011, It’s all about the cloud”
SAP gets SuccessFactors/Dalgaard, SFDC gets Rypple/Wookey – Game on!
Last few days have been a lot of fun in EnSW world in terms of acquisitions. Two that picked the most interest in my mind were SAP buying SuccessFactors and SalesForce buying Rypple. It is not just the companies alone – it is the people who are going to run them that interest me more.Continue reading “SAP gets SuccessFactors/Dalgaard, SFDC gets Rypple/Wookey – Game on!”
And Vijay Says... 