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0 pointsredhale3y ago0 comments

You (and maybe GP) seem to be assuming that a SINGLE competitor would theoretically try to replace SAP and fail.

But the most likely scenario, I think, is that built-for-purpose competitors will build products that peel away small pockets of SAP's customer base over time.

The irony of course is that a product like SAP is the end result of similar built-for-purpose products being hoovered up and merged together in the first place.

Everything is a pendulum!

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pbourke3y ago

Wasn’t SAP mostly grown through development instead of acquisition? Oracle was the one hovering up companies.

itchyjunk3y ago

Bit of both. Their (SAP) Convergent Charging module, to which a lot of legacy Sales and Distribution solutions are trying to move to, was acquired. I think they even have patents on the decision trees used in this module?

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pbourke3y ago

Wasn’t SAP mostly grown through development instead of acquisition? Oracle was the one hovering up companies.

itchyjunk3y ago

j / k navigate · click thread line to collapse