Don't want to make anyone more depressed than they might be already, but,
this all sounds like good news for Microsoft, Oracle and SAP. Who's going
to commit their company finances to buying a new system from a body that
currently has no single product or shape and where the future is so
uncertain? I fully expect PSFT and JDE share prices to tumble over the
coming months as sales fail to match expectation, putting pressure on to
shed jobs to retain margin. That will send a warning message to the market
place and new customers will look elsewhere for their solutions.
I too expect a spin-off or management buy out of the World customer base but
that company will just become another Baan eventually. There is certainly
now, no long term future for World, and customers will face the prospect of
moving to a new product. Enter MS, Oracle and SAP.
I hope I'm wrong, but I foresee a long downward spiral from this day
forward.
regards
Sid Perkins
Independent CNC & Property Consultant
Tel: 01304 825003
Mobile: 07713158807
[email protected]
----- Original Message -----
From: "altquark" <
[email protected]>
To: <
[email protected]>
Sent: Tuesday, June 03, 2003 8:05 PM
Subject: Re: Peoplesoft...
they are both very different, and PSFT did not purchase JDE for the
technology, they purchased them purely to increase market share.Although the
ra-ra speeches are going on right now, no-one at JDE knows whats going to
happen to their job as soon as PSFT takes over. It is NEVER the case that
when the company you're working for is acquired, your career path improves.
It always becomes more difficult to progress, since you worked for the
"loser".Secondly, the product is about the 10th item on the list of "things
to accomplish" - CEO's don't last very long, and their goal is purely market
and shareholder valuation - product and customer service comes secondary
much of the time.Remember what you said - when Microsoft took over Navision
and Great Plains, Microsoft used their own superior technology to create
better products out of what they purchased. The problem between PSFT and
JDEC is that PSFT !
and that the scare on the street is that if they do attempt to merge, that
the bastardized product ends up being a "bloated piece of crap" (direct
quote from news article at
http://story.news.yahoo.com/news?tmpl=story&u=/nf/20030602/bs_nf/21650)It is
likely that each company will argue who has the better technology, and as
JDE is going in as an underdog, the management at PSFT will make the
decision that their product is better, hence will swallow up the JDEC
product.Has anyone else noticed that there is no JDE service pack scheduled
beyond the PSFT takeover except for the vague "ERP9 SP2 - Q2, 2004"?As for
World - expect either a small company to be spun off or the product to
disappear entirely. PSFT has absolutely no experience of RPG.