Monday, February 27, 2006
SAPs Risky Business - Computer Business Review
SAPs Risky Business - Computer Business Review: "CBR Opinion
SAP is in a strong position. It has the advantage over Oracle in terms of clarity of vision and deliverables, which is being demonstrated in its ever improving financials and increasing market share. However, the uncertainties it is facing are serious enough to prevent SAP becoming too comfortable, as evidenced by the company's decision to maintain its guidance through fiscal 2005 despite rapidly rising revenue. Only when it announced end-of-year prelims did SAP say it expected 2005 software revenue growth to come in at 18% against a forecast of 12% to 14% and total revenue to rise by 13% year on year. However, a lot is expected of it. Despite what looks like an enviable position, SAP is staring risk in the face. "
SAP is in a strong position. It has the advantage over Oracle in terms of clarity of vision and deliverables, which is being demonstrated in its ever improving financials and increasing market share. However, the uncertainties it is facing are serious enough to prevent SAP becoming too comfortable, as evidenced by the company's decision to maintain its guidance through fiscal 2005 despite rapidly rising revenue. Only when it announced end-of-year prelims did SAP say it expected 2005 software revenue growth to come in at 18% against a forecast of 12% to 14% and total revenue to rise by 13% year on year. However, a lot is expected of it. Despite what looks like an enviable position, SAP is staring risk in the face. "
