Huge win?
- The troublesome merger between Hewlett-Packard and Compaq marked the end of their dominance in the PC market. And opened the gates wide open for a strong and focused player like Dell.
- While Orasoft is struggling to combine the two companies and their product offerings...will a strong and focused player like SAP AG step in like Dell? Already 50% of the world's GDP flow through SAP systems.
- 70% of SAP applications run on Oracle databases.
- How uneasy will the relationship between Orasoft and SAP AG become over the next few years?
- Will the marketing efforts on SAP AG's / MYSQL's MaxDB increase? MaxDB is a SAP-certified open source database.
- Will this open up the market for newcomers in the ERP field? Newcomers and existing players in the database field?
- Are CIO's feeling uneasy about their administrative IT systems being in the sole hands of a vendor? Could we see a resurgence in homegrown IT systems? If so, will companies like EDS and Perot Systems see a boost?
Daily System Updates
1 QQQQ (Harami) long with current profit of +1.97%.
Please read the disclaimer on the website. This is not a recommendation to buy, sell, or trade securities. Just a journal of my travels through Wall Street. I can buy, sell, or hold any positions mentioned on this website at anytime. So, be warned.
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