Any thoughts? Is it really that likely that SAP could kill
off MANU, ITWO et al?
Fwd: Computergram BARBED WIRE Sep 16, 1998
>
>+ SAP CUTS OFF SUPPLY CHAIN VENDORS AT THE KNEES
>
>SAP AG's move into supply chain automation is bad for the
>market and could squeeze all the leading players into the
>sidelines, analysts claimed this week at the German software
>giant's user group conference in Los Angeles. According to
>several analysts ComputerWire spoke to, SAP's move into the
>supply chain market, with the announcement of its Advanced
>Planning and Optimization (APO) module here Monday, could
>signal the beginning of the end for market leading vendors such
>as Manugistics Inc, i2 Technologies Inc and Synquest Inc. David
>Dobrin, an analyst with Cambridge, Massachusetts-based
>Benchmarking Partners said SAP's move into the supply chain
>space was inevitable. "SAP could see the companies were making
>a killing, it wasn't going to be long before it developed a
>solution of its own." But he added: "The real issue here is how
>SAP's move will effect the other players, in particular, this
>is very bad news for Manugistics. Since SAP has being talking
>about entering the market, we've seen Manugistics' stockpile
>fall to a sixth of what it used to be back in May." He said the
>fear of SAP cornering the market will create a lack of
>confidence in Manugistics, which in turn, would mean the
>company would gradually be unable to "innovate, develop, or
>sell its software...SAP is cutting them off at the knees."
|
