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You (and maybe GP) seem to be assuming that a SINGLE competitor would theoretically try to replace SAP and fail. But the most likely scenario, I think, is that
by redhale 4y ago
You (and maybe GP) seem to be assuming that a SINGLE competitor would theoretically try to replace SAP and fail.
But the most likely scenario, I think, is that built-for-purpose competitors will build products that peel away small pockets of SAP's customer base over time.
The irony of course is that a product like SAP is the end result of similar built-for-purpose products being hoovered up and merged together in the first place.
Everything is a pendulum!
- pbourke 4y agoWasn’t SAP mostly grown through development instead of acquisition? Oracle was the one hovering up companies.
- itchyjunk 4y agoBit of both. Their (SAP) Convergent Charging module, to which a lot of legacy Sales and Distribution solutions are trying to move to, was acquired. I think they even have patents on the decision trees used in this module?