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> Wait, what? According to his figures [...], yet SAP is somehow claimed /more/ interesting?

I also like that by his own metrics Facebook has ~800m users, SAP has ~500m users, therefore Facebook is insignificant?

But of course, TFA is (apparently) a SAP consultant and his tagline is "Tangential Musings about Enterprise IT". It's not like he's going to say otherwise.




Come now, I didn't say that FB is insignificant. That would be ignoring the biggest social trend in the 21st century! What I'm saying is that the consumer press community spends 99% of its time talking about FB et al., who are interesting, cool but haven't got a proven commercial model, and 1% of the time talking about (and denigrating) SAP et al., who run the real software that makes businesses run.

And in the meantime, the global economy is going down the drain and Bubble 2.0 means that investors are throwing more of our savings down the drain. Some of the latest startup IPO valuations have been ridiculous.

Yes, my primary income is SAP consulting, but that doesn't mean I am not interested in wider IT issues. Facebook is a very relevant trend, but social media is a fickle partner, and the crown has changed hands several times already. Valuing it at 19x earnings is nuts.

Please do take a look at the innovations that SAP are doing. I look at wider market trends and I think what SAP is achieving in innovation is well beyond what Oracle/IBM/Microsoft/Google are doing right now. You may be surprised.




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