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?
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!