SAP lowers guidance

Can’t say I’m at all surprised this morning at the news out of $SAP.

The enterprise software market has been mature and consolidating for years – $SAP has ridden it out as the high-end market leader in what has basically become a two-horse race between $SAP & $ORCL.  However, given worldwide economic weakness, increasing corporate taxes and collapsing major currencies, it’s very difficult to see what the next driver of growth will be.


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