These composite apps are built around the user and are instantly usable, ... All of these are add-ons. You don't need to touch your existing stuff, and you don't need to be all SAP.
The question that customers ask themselves is, Can I bet the farm on this platform?
We believe the open source business applications do not have enough time to mature before this consolidation wave hits.
We're very opportunistic when it comes to open source.
Vendor consolidation is a major trend that forces customers to consolidate their IT (information technology) landscape, ... They're redrawing their landscape without those smaller vendors who they see as being most at risk.
We think this is the beginning of a new wave where applications companies play a very different role in the future of being platforms, not just about technology, but platforms that provide fundamental, highly reusable functionality that a lot of ISVs will use to create more innovation for the customer.
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