Dealing with almost 40 billion USD worldwide software business forecast is a mess, then where to focus?

Now that no one has evidently acquired a majority in a certain vertical, obviously the big two players Oracle and SAP will offer more vertically focused applications in the coming few years.

As more vendors supplement their core ERP applications with third-party products, offering more vertical functionality will be paramount for the growth of large ERP vendors. It’s not so much a battle for customers anymore, it’s a battle for seats within those customers, a battle for industry specialization coverage. Sweet, that’s when people become of more value, that’s when i can see wages going high up.

And SAP won’t be left out, i think so …

Though, as an Oracle partner, i can see that Oracle are typically known for growing by adding vertical functionality through purchasing other companies, and i have to say they are worth the credit for that.

But SAP said adding industry-specific functionality is just as important as its dominant growth strategy of going after more small and midsized customers with SAP Business One and Business All-in-One. “It’s twofold,” said some vice president for SAP. It’s just as important to continue working with SAP’s more than 2,000 partners to increase vertical functionality in their applications, he said, but did he manage to know that from those 2000 partners, only very few are adding real value?

Eventually i have to admit, the judgment will come tomorrow, am not unbiased obviously, but i am favoring Oracle for various factors, will state them in future articles.