Posts Tagged ‘SAP’

After two months of waffling, hemming, and hawing, Hewlett-Packard has finally picked a CEO to replace Mark Hurd. In the process, HP is picking a fight with IBM and Oracle.

SAP announced that it is buying Sybase for $5.8 billion. While some might be surprised, we see this is a highly synergistic acquisition with little overlap between the two that will propel SAP (and Sybase) to increased market share and into new markets. SAP rightly understands that within the next 2-3 years, there will be more mobile platforms used in business than desktops, especially in emerging markets where many businesses are skipping the traditional PC device in favor of the many flavors of smart phones and other wireless devices.