SANTA CLARA, CALIF. -- Oracle Corp. boasts that its “own the stack” approach of being able to offer every piece of the business intelligence hardware and software puzzle gives it a competitive advantage in the market, but enterprise application vendor SAP AG said Tuesday that the cloud will soon make the stack boast irrelevant, as it will all exist up in the cloud.
Speaking to press and analysts gathered for SAP's Influencer Summit via satellite from Dresden, German, SAP co-CEO Jim Hagemann-Snabe said cloud computing isn't good news for Oracle, or for its own the stack mantra. Snabe said there are two choices in the industry – consolidators who buy companies to own the stack, and innovators. Putting SAP in the latter category, Snabe said SAP believes the stack – Oracle's approach – is falling apart.
“With cloud computing, the hardware will move into the cloud and become commoditized. The front-end will become a mobile device of any form factor, and that's what we're innovating for,” said Snabe. “That will change the value-proposition and the stack gets lost in the shuffle, so we don't need to acquire all the pieces in the stack when we can change it through innovation.”
The stack will still be relevant in the cloud context said Joel Martin, research director with London, Ont.-based Info-Tech Research Group. The stack doesn't go away just because the application is delivered and consumed in a different way.
“The need for technology across the OSI level to run the applications isn't going away,” said Martin. “SAP talks about being a platform company, and that's what they are. They partner with people to complete the stack.” What SAP is trying to do though, said Martin, is to articulate a value proposition around the application platform, rather than the homogeneity of a stack, shifting the discussion to one it sees as more relevant to the line of business decision maker: what the applications deliver in productivity, process improvements, efficiency, and other measurables. Talking about the stack is more of an IT department discussion.
And it's not as if SAP is about to turn its back on on-premise anyway. Snabe emphasized that on-premise remains the core of SAP's business and a key development priority. The vendor's strategy is to offer the customer choice of delivery method, be it on-premise, on-demand or on-device.
It's the latter that will be getting a lot of attention from SAP going forward though, particularly as it integrates its Sybase acquisition. On that front, Raj Nathan, executive vice-president and chief marketing officer of Sybase, which is being operated as a company within SAP, committed to releasing a software developer kit (SDK) for a next generation, co-developed SAP/Sybase mobile platform by SAP's Sapphire user conference in mid-2011. That's also the timeline for releasing applications running on that platform in three key areas: sales, services and analytics.
Speaking to press and analysts gathered for SAP's Influencer Summit via satellite from Dresden, German, SAP co-CEO Jim Hagemann-Snabe said cloud computing isn't good news for Oracle, or for its own the stack mantra. Snabe said there are two choices in the industry – consolidators who buy companies to own the stack, and innovators. Putting SAP in the latter category, Snabe said SAP believes the stack – Oracle's approach – is falling apart.
“With cloud computing, the hardware will move into the cloud and become commoditized. The front-end will become a mobile device of any form factor, and that's what we're innovating for,” said Snabe. “That will change the value-proposition and the stack gets lost in the shuffle, so we don't need to acquire all the pieces in the stack when we can change it through innovation.”
The stack will still be relevant in the cloud context said Joel Martin, research director with London, Ont.-based Info-Tech Research Group. The stack doesn't go away just because the application is delivered and consumed in a different way.
“The need for technology across the OSI level to run the applications isn't going away,” said Martin. “SAP talks about being a platform company, and that's what they are. They partner with people to complete the stack.” What SAP is trying to do though, said Martin, is to articulate a value proposition around the application platform, rather than the homogeneity of a stack, shifting the discussion to one it sees as more relevant to the line of business decision maker: what the applications deliver in productivity, process improvements, efficiency, and other measurables. Talking about the stack is more of an IT department discussion.
And it's not as if SAP is about to turn its back on on-premise anyway. Snabe emphasized that on-premise remains the core of SAP's business and a key development priority. The vendor's strategy is to offer the customer choice of delivery method, be it on-premise, on-demand or on-device.
It's the latter that will be getting a lot of attention from SAP going forward though, particularly as it integrates its Sybase acquisition. On that front, Raj Nathan, executive vice-president and chief marketing officer of Sybase, which is being operated as a company within SAP, committed to releasing a software developer kit (SDK) for a next generation, co-developed SAP/Sybase mobile platform by SAP's Sapphire user conference in mid-2011. That's also the timeline for releasing applications running on that platform in three key areas: sales, services and analytics.
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