Spiritually, ecumenically, grammatically

Larry Ellison as Captain Jack Sparrow? In a speech at the Churchill Club , Shai Agassi of SAP calls Oracle a pirate. While at it he compares open source to "IP socialism". Both he says are a threat to software innovation. He goes on to then imply SAP is itself innovating.

The speech actually highlights 3 pressure points for SAP.

Larry and Oracle are used to being called far worse. They will not disappear.
Open Source and SaaS and VoIP and blade servers and third party maintenance and global labor  are all gathering steam because incumbent models are broken. Calling them socialist, communist or whatever will not stop the momentum - till incumbent economics change dramatically.
Customer will expect to see tangible innovation from SAP. As my Optimize piece last week said none of bigger vendors are really innovating, or indeed leaving their customers enough budget to do their own applied innovation.

So 2006 will be interesting. Especially since Johnny Depp will be back in Dead Man's Chest.