SAP Demonstrates Management Floundering
February 9, 2010
Short honk: SAP, the European software superstar with the TREX search deal and an investment in Endeca, has zigged when I expected a zag. I read “SAP CEO Apotheker Resigns With Immediate Effect, Co-CEOs Named” and learned that two CEOs are better than one, or that’s the theory. What happens to TREX? What will this mean for Endeca? Not much. I think search is the least of SAP’s concerns at this time. The traditional enterprise software business may be entering a boundary condition.
Stephen E Arnold, February 9, 2010
A freebie. I will report this to the Red Cross, an outfit who may want to think about sending assistance to the firm mentioned in this write up.