1. SAP needed outside talent again. In March I wrote that Shai Agassi’s departure wasn’t as a big a deal as it seemed, because guys like Dennis Moore were still there. Well, by now Dennis Moore is NOT still there, and rumor had more of the good personnel acquisitions leaving as well. And unfortunately, my personal experience of some of those remaining is that they’re ethically unfit for their roles (and that’s putting it kindly).
2. The NetWeaver strategy has been failing. Does anybody care about NetWeaver any more? The whole thing includes some great ideas, but implementation has been lacking.
3. The Business Objects guys are proven successes at integrating disparate BI products suites. The Crystal Reports acquisition proved that.
Before writing more, I should check the extremely one-sided consulting contract I had with SAP, specifically for the expiration date of the NDA. How one-sided? Well, I naively agreed to a clause that I couldn’t sue them under the contract, expecting their concern about their reputation to keep them in line. Since then, they’ve cheated me out of considerable amounts of money that they owed. Arggh. Live and learn.