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Search Enter keywords, a title or a report id number below. In All Categories --------------------- Telecom & Computing Business & Finance Mfg & Construction Pharma & Healthcare Consumer & Retail Gov & Public Sector Energy & Transport Country Reports Company Reports --------------------- Transcripts Advanced      Select a currency for use throughout the site Australia Dollars Canada Dollars Euro Japan Yen Sweden Kroner Switzerland Francs UK Pounds US Dollars Viewing report Order by Fax Printer Friendly PDF Brochure Send to Friend Enquire before Buying Hard Copy Electronic SAP: It�s a Building Year in Waldorf Research 2.0, July 2007, Pages: 14   Description     Table of Contents     Companies Mentioned        Enquire before Buying    Send to a Friend   SAP will continue to be a major factor in the software market, and both investors and industry players may underestimate its future position. From an investment standpoint the situation is fairly reflected in the market price. Executive Description: SAP is focusing on growth in mid-market and smaller companies by grappling with the related industry trends of both architecting its next generation service oriented architecture (SOA) and deploying the resulting software as a service (SaaS). The complexity of that two-pronged task makes 2007 a building year in Waldorf. SAP has emphasized publicly that it will not reach “volume readiness” in SaaS (and implicitly SOA) until 2008. There appears to be little if any optimism built in to the current share price regarding SAP’s ability to leverage these recent industry trends. SAP stock has dramatically underperformed both Oracle and Salesforce.com by a wide margin over the past few years. We want to be clear however that SAP’s dominance of large enterprises is quite secure and profitable owing in major part to its comprehensive industry-centric application functionality. Our analysis suggests that the strategy SAP has for long-term growth is credible but that it will take some time to be reflected in operating results. The current company valuation appears to underestimate the value of the SAP franchise, its dominant market share in applications, and its current strong financial position. Our long-term valuation methodology suggests a share price of $52 if the company can be moderately successful in executing its plans. “SAP: It’s a Building Year in Waldorf”: - Maps out SAP’s position in the ERP application, middleware and enterprise-application implementation consulting businesses. - Discusses the dynamics of the ERP, middleware and consulting markets and SAP’s opportunities and outlook in each. - Explores the transition phase that could enable SAP to expand its share of the ERP applications space, become a bona fide player in middleware and replace the implementation consulting revenue stream with revenue from IT-based business services. - Identifies the opportunities and risks that SAP faces in the ERP, middleware and services market. - Examines the financials and specifies a company valuation in the context of the dynamics discussed in the report. Products covered in this report include: - NetWeaver - PeopleSoft - AS/400 - R/2 - R/3 - A1S - All-in-1 - Business-1 - Java EE5 - Enterprise services repository - UDDI 3.0 registry - SaaS - SOA Customers who bought this item also bought China ERP SMB Market Development 2005 SaaS 2.0: Software-as-a-Service as Next-Gen Business Platform Worldwide Enterprise Application Integration (EAI) Market �2006-2011 Management Consultancy Services Enterprise Architecture Ericsson: Company Analysis Services Oriented Architecture (SOA) Engine Market Opportunities, Strategies, and Forecasts, 2007 to 2013 US Management Consultancy Market: An Analysis

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