Wednesday, September 20, 2006

Oracle/SAP (FT)

Don King, the uniquely coiffured boxing promoter, may want to consider turning his skills to an area he has previously overlooked: enterprise software. An industry more famed for its jargon is letting rip with the rhetoric. Oracle’s latest quarterly results announcement came with a pointed attack on arch-rival SAP’s performance and strategy. Shai Agassi, SAP’s president of products and technology, was quoted in Forbes recently comparing software acquisitions, Oracle’s strategic hallmark in recent years, to tying a dying horse to another dead horse to “see if it’ll go anywhere”.

No comments: