SAP

April 30: SAP Upgraded from Neutral to Overweight by JP Morgan?

10 May 2010 0 comments

This SAP upgrade by JP Morgan was a little surprising to me.  They must be assigning a lot of weight to the power of the global recovery.  There may be a short term bump here, but I am not seeing this as a longer term opportunity.  Here is a link to one of the announcements.

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Mar 15: PR Features SAP Use in Porsche Lean Plant

15 March 2010 0 comments

Yahoo Finance reports a link to some SAP market materials crowing about use of SAP to support Porsche’s new Lean plant for the Cayenne and Panamera.  The Yahoo note has a link to the video.  There are some nice shots of the factory but no details about how SAP actually supports the Lean practices highlighted.  [...]

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Mar 3: SAP Providing Simplified BI Tools? – Will believe It When I See It

3 March 2010 0 comments

CIO has a blog post on SAP BI tools.  The link is here.  It is an important topic and one where SAP has really failed to deliver in the past.  I pointed out in my comment on the CIO blog that SAP’s gaps are greater than just interface.  They have also failed to provide a [...]

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Feb 17: Web Buzzing with SAP Acquisition Talk

17 February 2010 0 comments

I completely understand why this talk is coming up given the weak performance and unclear direction of the company.  I also believe that SAP would be a hard company to acquire.  Some good thoughts on this at Enterprise Irregulars.  The link is here.

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Feb 16: SAP Management Changes Unlikely to Help Customers

16 February 2010 0 comments

In the wake of numerous SAP management changes, it remains to be seen if anything tangible will change for customers frustrated by the complexity of the company and its products.  A number of industry publications reported management changes including the resignation of executive board member John Schwartz and former CEO Leo Apotheker.  You can read [...]

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Feb 11: SAP 5 Year Plan – Looks Like More Complexity

11 February 2010 0 comments

Information week reported in December on the 5 year product road map for SAP.  It looks like more of the same.  They have paid careful attention to all of the latest buzz words, which to be fair a few of these are important.  However, none of it looks like things will get any simpler for [...]

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