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A Sapphire about nothing

There have been plenty of announcements at Sapphire so far. Prominent among them:

a) SAP launching a business unit focused on governance, risk and compliance leveraging its recent acquisition of Virsa
b) acquisition of Frictionless Commerce, a supplier management solution
c) starting a $ 125 million NetWeaver venture fund
d) a business intelligence accelerator appliance
e) exposure around Duet, the joint Microsoft/SAP offering

and several more.

Yet, as I walk around and talk to several analysts in the press room where we all are, the general reaction is shrugs - no real major announcements. Till I got to Bruce Richardson of AMR Research. His comment "Yes somewhat unexciting from an analysis perspective. But all the customers I have talked to seem to like this pace. Nothing really disruptive."

Wait till SAP starts pushing the majority of customers to upgrade to mySAP. Indeed at the registration desk, attendees were greeted with a sheet on why they should actively consider an upgrade.

Till it does, Sapphire kinda feels like the Seinfeld show. A show with lots - yet a show about nothing, really.

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