SAP has been beating the drumbeat of organic growth as opposed to Oracle’s acquisition strategy. It is immaterial that SAP did make an unsuccessful bid for Retek and has acquired a few small companies. Bottomline is that SAP failed to deliver the revenue growth, growing a small 8%. I am waiting to see how SAP spins this into a virtue.
Meanwhile in Redwood Shores, California another company is being picked as the next target!
(The views expressed here are entirely personal. And the imagery is purely imagined.)