German software giant SAP (SAP), the 41-year-old maker of financial and supply-chain software, has been slow to shift to cloud computing and has struggled for years to catch up to U.S. competitors such as Oracle (ORCL) and Salesforce.com(CRM). Among other things, it’s broken some of its brightest engineers into startup-like teams far from its main campuses. While waiting for them to spawn new products, the company is doubling down on plan B, for “buyout.”
1) Do you think that once this wave of buyouts subsides, one ERP company will dominate with superior cloud computing capabilities? Or are these ERP giants just trying to stay on even ground with one another?
2) When SAP is consuming tech companies in the silicon valley do you think they are more concerned with making sure they can create the best product, or keeping the best technology from their competitors?
3)Do you think the rush to move SAP to the cloud will create a better user experience or a partially finished system that will create problems for users?