1. stock fell a lot from highs2. ERP software is popular when people have to get their arms around cash flow and costs3. SAP is the best ERP company out there globally4. even if some large deals dont go through due to finance crisis, lots of new… More
The logic is simple - Oracle has made some aggressive moves and it appears that it is now competing head-on in almost all markets that SAP is involved in. I won't be surprised if SAP is down 15-20% short term and about 30-40+ in the long term. This… More