SAPPHIRENOW 2012, Madrid – Keynote Expectations


This year, I am not going to Madrid to attend SAPPHIRENOW  and SAPTECHED 2012, due to some scheduling conflicts on work front. I will be following the event online as much as I can. My JD-OD friends will surely do their excellent wrap up videos, and I can’t wait to watch them. Also, a shameless…

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 very…

SAP SAPPHIRENOW 2012 – some expectations


The annual pilgrimage to SAPPHIRENOW is only a couple of weeks away from now.  SAP CEOs have announced a five pronged strategy that includes mobility, analytics, database, cloud and apps. Right off the bat – I am not a fan of this “5 market” strategy, given the “kitchen sink” approach. SAP just comes off as…

SAP’s Cloud Strategy – are they good on the 5 M s?


Many years ago, I went to B school in India to get my MBA. Everything there was 5 Ps, 3 Cs and so on. I have tried to stay away from talking in those terms – but then yesterday, Jamie Oswald started a facebook discussion on the use of MBA. That brought back a lot…

As HANA matures, where should SAP focus?


It is not news that SAP is betting the farm on HANA. SAP’s sales and marketing organizations have done a tremendous job in making sure the HANA message is delivered loud and clear to its customer base.  SAP sold more that 100M Euros worth of HANA last year , and will probably do much bigger…