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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (45483)11/15/2011 9:12:10 PM
From: J Mako  Read Replies (2) | Respond to of 78711
 
Clownbuck & Jurgis,

Yeah, I know enterprise s/w are really sticky. What I don't know is the hardware side.

Have you used both Oracle ERP and SAP ERP? How would you compare the two?



To: Spekulatius who wrote (45483)11/16/2011 12:58:04 AM
From: Jurgis Bekepuris  Respond to of 78711
 
Interestingly enough I have not seen much IBM-related at work either. Some people still use Lotus Notes. Some companies use Rational ClearCase. Neither are big deployments where I saw them. Both are crap SW IMHO. I don't think that's where IBM makes money. My guess is that IBM caters to non-tech megacaps especially financials, but I don't know if they are overly reliant on them.

As I said, I respect IBM Research in various areas, both HW and SW.


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