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SAP's response to Baan buying Aurum. The CIS market is starting to consolidate. K&V is one of the few good European based CIS vendors. They had been specializing in SAP accounts partly because they are based in Germany, and they have a lot of SAP reference accounts. Mediocre by comparison with Sebl, VNTV, Aurm. From what I hear SAP wants to have their own CIS system, rather than pay a lot of money for SEBL, and is essentially using K&V to write one for them since SAP doesn't have much domain experience in CIS. Baan has the lead here, IMO, because they bought Aurm, and had previously bought Matrix the leading Dutch CIS vendor, and have additionally purchased Antalys (Boulder CO)and Beologic (Denmark) for the configuration business. Baan also purchased Scop software for their own use in customer support, so it's not inconceiveable that they may take a look at a Scop acquisition as well since their market cap has dropped so much lately. The new COO at Scop use to run SAP America so he may convince SAP to take a look at Scop/CWC as well. VNTV and SEBL are leaders in their market but perhaps too expensive for an acquisition. The conventional wisdom is that VNTV would link up with PSFT, SEBL goes it alone, and SCOP and CLFY are ripe for a big ERP partner. |
