SAP has landed significant new business in the food manufacturing area with the likes of Conagra, Cargill, and Pepsico. The food/beverage space will continue to see contraction from acquisitions and with that need to consolidate business under one… More
The logic is simple - Oracle has made some aggressive moves and it appears that it is now competing head-on in almost all markets that SAP is involved in. I won't be surprised if SAP is down 15-20% short term and about 30-40+ in the long term. This… More