This week has been crazy. It’s just shy of 11.30pm and I’m trying to catch up on posts. I genuinely thought I’d be able to provide SAP based commentary to this blog while attending SAP TechEd 2009 in Vienna. Instead there was so much to do my feet felt as though they were hardly touching the ground. The throbbing in my left little toe might testify otherwise. That and the company’s 3rd quarter earnings release accompanied by the inevitable slew of back channel financial analyst requests to comment didn’t help.
Once again what it’s shown me is that companies like SAP are really hard to get your arms around. I commented to one SAPper that I’m lucky if I get 20-25% of what the company is about. If you think I’m some sort of SAP expert then remember that next time you read something I say on that company. Even now I’m thinking 15+ ways to parse what I learned and then some.
As the software industry continues on its inevitable crash course to consolidation, it gets increasingly difficult to develop an accurate picture of what’s going on among all the moving parts of any of the big players. The same is true of Sage. To many it is a single product company but that would be to belittle everything else it does. The same is true of SAP, Oracle and Microsoft.
So if I miss a few days then it’s not for the want of trying. It’s because the number of people I need to meet in order to develop a sensible level of analysis is increasing dramatically. And even then I need time to breathe, suck it all up and come to conclusions I hope will be of value but which are inevitably flawed.
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