Last time I blogged about John, it was a bit of a shock as he was leaving Oracle in a hurry - I would say its Fusion apps have still not recovered from his departure.
Now he shows up at SAP. Not exactly a shock since I caught up with him a few weeks ago and he told me he was talking to them - with his Oracle non-compete over with (so no IBM-Apple or Oracle-SAP TomorrowNow redux likely)
What's more interesting is the market segmentation his role suggests - he will run On-Demand Programs for Large Enterprises. Nothing to do with its SaaS offering - BusinessByDesign. And presumably make SAP much more comfortable with data centers and hosting.
I look forward to catching up with him once he settles in.