Anti-Network Trust or Anti-Network Bust? Exploring the DOJ Review of SAP’s Proposed Acquisition of Ariba (Part 2)

If we take recent Forrester information from their Q1 2011 eProcurement wave as an example (this report is in the public domain thanks to various vendors that have bought the reprint rights to it), the research firm assigned a score of 5.0 (on a scale of 1.0 to 5.0 with 5.0 being the strongest showing) to Oracle for both installed base and market share of new deals. Ariba received a 3.0 and 2.0 respectively while SAP received a 5.0 and 5.0. However, in absolute numbers (e.g., live new customer deployments), we would dispute these numbers based on the fact that many SAP and Oracle deals feature bundled seats across product lines that are not used for many years — or maybe never used. Moreover, as we’ll explore below, reporting and research accuracy is in question here as well.

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