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Re:What's SAP, and why's it worth $163B? (2020) by redhale on Friday September 09, 2022 @07:48PM (#32786240)
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!

Re:What's SAP, and why's it worth $163B? (2020) by pbourke on Saturday September 10, 2022 @11:06AM (#32791278)
Wasn’t SAP mostly grown through development instead of acquisition? Oracle was the one hovering up companies.
Re:What's SAP, and why's it worth $163B? (2020) by itchyjunk on Sunday September 11, 2022 @09:10AM (#32799317)
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?