bruce.armstrong wrote: Somebody just said it better than I did, and with more chops to say it:
Open Letter to Mark Zuckerberg, Sheryl Sandberg & Facebook Mobile
Oracle "would love to get into a technology war with SAP," said Oracle-PeopleSoft supremo Larry Ellison on Wednesday.
Upping its guidance for 2006, signaling high confidence in the success of the $10.3 billion merger, Ellison said he expects sales to come in at $14.1 billion to $14.5 billion, with $4.3 billion to $4.6 billion of that to come in new license revenue - suggesting enormous confidence by Oracle that it can convert a huge majority of PeopleSoft and J.D. Edwards customers.
SAP, as the No. 1 vendor in the enterprise software space, is no easy target however. While Oracle may be the world's biggest database software company, in enterprise resource planning (ERP) it trails SAP, which has 36% of the market compared to Oracle's 20%.
For fiscal 2006, said Oracle at a presentation in New York on Wednesday, it is targeting earnings per share growth of 22-28%, or 76 cents to 80 cents a share.
"That compares with analysts' average estimate of 71 cents a share," noted Reuters, "with a range between 59 cents to 81 cents a share."
SAP's U.S. chief Bill McDermott told Reuters he is aiming to take 50 percent of the U.S. market, SAP's fastest-growing region, within the next 12-18 months. SAP currently claims about 40 percent of the market among major vendors, Reuters added.
What the world can look forward to is being called "The Stack Wars" - a battle between the US and German technology giants to dominate the market for complex corporate software.
Larry Ellison is not known for losing. Just ask PeopleSoft.
About Oracle News Desk Oracle News Desk trawls the world's news information sources and brings you timely updates on Oracle and its ever-expanding enterprise software portfolio, including its entire range of tools for managing business data, supporting business operations, and facilitating collaboration and application development.
Reader Feedback: Page 1 of 1
#10
EatOrBeEaten commented on 28 Jan 2005
I have just 2 questions: Will SAP buy BEA? Will Microsoft buy SAP? Ellison is NOT a shoo-in to win this one. Enjoy your day!
#9
investor5625 commented on 28 Jan 2005
Just finished reading a new book called Mobilizing SAP: Business Processes, ROI and Best Practices by two dudes -- Kalakota and Kurchina.
The book presents a fascinating view of how some leading edge companies are taking their SAP investments and mobilizing them (especially something that i never heard of before -- mobile asset management -- which seems to be a big deal). What is amazing is the incredible ROI that some of these firms are getting.
Looks like the next big untapped frontier for SAP is mobile solutions. With the infrastructure getting more standardized with the mega-mergers (cingular/att and sprint/nextel) I think the final barrier to mobile solutions is coming down.
#8
mysapnet commented on 28 Jan 2005
No, web services will not render SAP obsolete - why?
1. Business Processes are just that, processes, people will still need ERP systems for data management. Web services does not replace your data repository.
2. SAP has enough money and customers that when the market makes a fundamental shift, they always catch up. True, SAP will never lead the way - but they will never be left behind either.
3. Web services - or BPM is a way to maximize technology investments, not replace them. Companies still need accrual based accounting systems, compliance, regulation, payroll services, customer relationship databases, etc.
4. Yes, SAP is a dinosaur. If they become obsolete, it will be their own arrogance and poor customer service that does them in - to date no competitor is stepping up to the plate. But, just ask Siebel - they never thought Salesforce would take so many of their customers away - there may be a salesforce type competitor who can give SAP a run for their money - it just won't be under the leadership of Ellison and his Posse.
#7
tzm769 commented on 28 Jan 2005
Web services will render SAP obsolete. Web services is a disruptive technology. Large corporation are fed up with the complexities and headaches associated with ERP systems offered by companies like SAP. Web services offers a simplified and easily scaleable implementation of business process management. SAP will have to change their business model or be made extinct...it is only a matter of time.
#6
psft_tech_consultant commented on 28 Jan 2005
Oracle's takeover of PeopleSoft was an act of desperation because their apps biz was a complete failure. Larry said as much himself. He said in order to survive in the apps biz we need PeopleSoft.
SAP did not have to steal a customer base. They have their own. Their products, although not the best, are good enough to win and sustain a customer base. There is no fear in SAP, they are gigantic.
#5
bozosboss777 commented on 28 Jan 2005
SAP is by far a more expensive alternative, and that factor alone, will keep customers with Oracle.
#4
jigg_hello commented on 28 Jan 2005
I believe that Larry Ellison made a strategic error in dragging out the fight with PeopleSoft. During those 18 months (and maybe before), SAP were able to imagine all kinds of alternatives, select one, develop it, and move on it. I think the market will be stunned by how effective SAP will be in taking advantage of the Oracle created confusion with INFUSION over the next 2 years.
#3
psft_tech_consultant commented on 28 Jan 2005
Hostile takeovers when used only to steal customers are theft. Plain and simple.
If Oracle fails then they have no one to blame but their lispy leader, larry.
Also, someone will buy the rights to PeopleSoft software and will re-release it.
#2
bozosboss777 commented on 28 Jan 2005
Oracle will gain Marketshare on SAP, they will price as number two, and there is no other possibility. Sap is well known for EXPENSE.
#1
War Cry commented on 28 Jan 2005
Hey it worked for Attila the Hun and Genghis Khan, why not Larry Ellison...?
investor5625 wrote: Just finished reading a new book called Mobilizing SAP: Business Processes, ROI and Best Practices by two dudes -- Kalakota and Kurchina.
The book presents a fascinating view of how some leading edge companies are taking their SAP investments and mobilizing them (especially something that i never heard of before -- mobile asset management -- which seems to be a big deal). What is amazing is the incredible ROI that some of these firms are getting.
Looks like the next big untapped frontier for SAP is mobile solutions. With the infrastructure getting more standardized with the mega-mergers (cingular/att and sprint/nextel) I think the final barrier to mobile solutions is coming down.
mysapnet wrote: No, web services will not render SAP obsolete - why?
1. Business Processes are just that, processes, people will still need ERP systems for data management. Web services does not replace your data repository.
2. SAP has enough money and customers that when the market makes a fundamental shift, they always catch up. True, SAP will never lead the way - but they will never be left behind either.
3. Web services - or BPM is a way to maximize technology investments, not replace them. Companies still need accrual based accounting systems, compliance, regulation, payroll services, customer relationship databases, etc.
4. Yes, SAP is a dinosaur. If they become obsolete, it will be their own arrogance and poor customer service that does them in - to date no competitor is stepping up to the plate. But, just ask Siebel - they never thought Salesforce would take so many of their custo...
tzm769 wrote: Web services will render SAP obsolete. Web services is a disruptive technology. Large corporation are fed up with the complexities and headaches associated with ERP systems offered by companies like SAP. Web services offers a simplified and easily scaleable implementation of business process management. SAP will have to change their business model or be made extinct...it is only a matter of time.
psft_tech_consultant wrote: Oracle's takeover of PeopleSoft was an act of desperation because their apps biz was a complete failure. Larry said as much himself. He said in order to survive in the apps biz we need PeopleSoft.
SAP did not have to steal a customer base. They have their own. Their products, although not the best, are good enough to win and sustain a customer base. There is no fear in SAP, they are gigantic.
jigg_hello wrote: I believe that Larry Ellison made a strategic error in dragging out the fight with PeopleSoft. During those 18 months (and maybe before), SAP were able to imagine all kinds of alternatives, select one, develop it, and move on it. I think the market will be stunned by how effective SAP will be in taking advantage of the Oracle created confusion with INFUSION over the next 2 years.
psft_tech_consultant wrote: Hostile takeovers when used only to steal customers are theft. Plain and simple.
If Oracle fails then they have no one to blame but their lispy leader, larry.
Also, someone will buy the rights to PeopleSoft software and will re-release it.
bozosboss777 wrote: Oracle will gain Marketshare on SAP, they will price as number two, and there is no other possibility. Sap is well known for EXPENSE.
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Navigating the complex web of regulatory and compliance requirements related to the processing and storage of sensitive enterprise data in the cloud is a huge challenge for business. The cloud is borderless – so how do you cover your business risk and security requirements when y...
As a Bronze Sponsor of Cloud Expo New York, HP is offering special passes to SYS-CON's 10th International Cloud Expo, which will take place on June 11–14, 2012, at the Javits Center in New York City, New York.
HP is a technology company that operates in more than 170 countries a...
The latest generation of cloud computing is now capable of addressing the needs of the enterprise mission-critical applications. These applications require computing infrastructure that is secure, optimizes performance, and is highly resilient.
In his Opening Keynote at the 10t...
The convergence of cloud and mobile trends has created demanding new challenges for IT departments to support global users accessing applications from many different devices. In addition, as more mission-critical applications are deployed to the cloud, sensitive data must be prot...
As an exhibitor at Cloud Expo New York, AT&T is offering special passes to SYS-CON's 10th International Cloud Expo, which will take place on June 11–14, 2012, at the Javits Center in New York City, New York.
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