SAP is serious, too. But whether it's serious enough to beef up the NetWeaver Fund is unclear. A company representative said that SAP will evaluate the fund's success when the money is used and then decide what to do.
Small or not, Stein Rowe analyst Chuck Jones calls the move "an incremental positive. It shows customers they really are behind the platform," he says. "But it will take a number of investments and new software to make companies that aren't already SAP customers seriously consider them as a supplier," says Jones whose firm has a "small" position in SAP.- Loading Comments...
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