SAP – Sybase: Synergies? Suspect So.

SAP announced today that it will acquire Sybase for $65.00 per share, representing an enterprise value of approximately $5.8 billion. The announcement says that “customers will be able to better harness today’s explosion of data and deliver information and insight in real time to business consumers wherever they work so they can make faster, more informed decisions.” But the vision goes beyond that: the combined companies will be able to deliver the ability to act on those decisions, anywhere. The combination of SAP’s substantial share of its customers’ transactional systems with Sybase’s mobile expertise in messaging and application development tools for mobile devices affords extraordinary opportunities that are not lost on management. Following the public press event, I chatted with Vishal Sikka, SAP’s CTO, and Dr. Raj Nathan, EVP and CMO of Sybase. We covered some of the opportunities on the table and SAP’s plans for its new assets. Read more of this post

SAP Signals Changes At Insider Event – Vaguely

SAP took the wraps off planned updates to its data warehousing, data integration and on-demand BI plans a bit at the  SAP Insider BI and Portals event in Orlando in late March. There were some modest surprises: the unexpected absence of Marge Breya, who was in Walldorf apparently getting a broader set of responsibilities (a week later, still no official word about that); a delay in the release schedule and changed naming of the next Business Warehouse release; and a strong (and thus encouraging) Data Services message that reaffirmed Business Objects openness. Read more of this post