SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (42705)5/18/2011 12:32:36 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78747
 
Can you elaborate on the negative reaction from your buddies at SAP? What did they hate? Layoffs? Acquisitions? His speaking style? Company stock performance during his tenure? Company sales/business performance? At which level were your buddies (engineers, managers, executive board)?

Looking at SAP performance 2008-2010 - during the financial crisis, I have to say - it does not seem that he destroyed the company:

gurufocus.com

OTOH, he was co-CEO so this colors things a lot. I wonder what exactly happened, obviously there was big conflict, just not clear what it was. Anyway, makes it hard to put blame OR praise onto him at SAP, unless I get more details.



To: Spekulatius who wrote (42705)5/18/2011 9:52:52 AM
From: Grantcw  Respond to of 78747
 
Hello Clownbuck,

Yes, I see your point about HPQ potentially buying a software company and extending themselves. It's something I was hearing a lot when the ceo change was made, so we will see what happens.

The projected p/e at this point is so low that I imagine the market thinks that either HPQ is going to continue to make mistakes (like buying a software company)...

Thank you,

Grant


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News