Xy, sorry for not responding sooner to your question. Oracle, SAP, PSFT, Baan, JD Edwards...... all compete in the ERP(Enterprise Resource Planning) marketplace. Excluding SAP, most of the industry players, relative to Oracle, can be categorized as small market cap. players with limited technical and financial resources. Over the past few years many of these companies have done quite well. However, as we 've seen in the past year, the ERP landscape and momentum has changed dramatically and, going forward, will continue to change in a big way. Baan, PSFT, SAP, JD Edwards... have clearly seen a negative shift in momentum that will, in my opinion, shakeout the industry in a big way. i.e. some of these players might not be around a few years from now. Baan will definitely be the first one to go! In the end, the ERP industry will be dominated by one, (possibly 2 ???) player(s). In my view I believe Oracle is on the nascent to becoming the 900lb Gorilla that will dominate the ERP marketplace. Clearly they have the positive momentum and technical and financial resources. I think PSFT's negative announcement on Friday was just one more confirmation, of many other recent ones, that this is exactly how the ERP Industry is unfolding. I think Wall St. is also starting to recognize this and that Oracle is the one that holds the keys to the vault.
Thoughts, opinions, anyone?
John |
