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MGI Latest Research

MGI Research coverage enables IT executives, users and investors to make more informed, timely and critical go/no-go decisions on issues that directly affect valuations, market entry and exit, major investments, acquisitions and divestitures. MGI core quantitative research helps technology vendors and investors to more accurately assess and benchmark company operating performance and strategy and identify ways for improvement in growth, gains in market share and valuation multiples. MGI core quant data underpins MGI Advisory Services and Benchmarking engagements. Research themes focus on the major non-linear industry trends such as virtualization, cloud computing, SaaS, emerging mobile platforms, 4G, social media and Agile and their impact on the user, vendor and investor strategies. Access to MGI research materials is available by Subscription. Select research notes are available in our Research Store. Subscribers get priority access to all published research as well as analyst consultation. Among companies covered are, Oracle, Google, Microsoft, SAP, IBM, HP, CA, BMC and others.

Oracle's Bid for BEA: A Mexican Stand-off?

The events in the potential Oracle acquisition of BEA Systems seem to be following a B-movie script with tough talking characters angling to resolve their differences publicly while not losing face. It isn't a Mexican standoff just yet - the third opponent - another bidder or a white knight, is still missing and making it hard for BEA. Carl Icahn - a likely participant in this shoot-out - is sitting this one out for now. To access the full content of this Research Note, please CLICK HERE.

SAP Buys Business Objects: Defensive Move?

On Sunday, October 7, 2007, SAP AG (NYSE: SAP) announced an agreement to acquire Business Objects(Nasdaq: BOBJ) via a cash tender offer valued at EUR4.8billion. The acquisition of Business Objects was not unexpected - the company has been in on-again, off-again conversations with Oracle (Nasdaq: ORCL) and other potential suitors for many months. The French press had leaked news of the SAP/BOBJ dialogue several weeks ago. Did SAP act defensively to thwart perceived interest in Business Objects by Oracle and others? Did SAP - as a result, pay too much for technology that is either at its peak or will require significant investment in the next five years? To access the full content of this Research Note, please CLICK HERE.

MGI Scores: Applications Software Vendor (ASV) Benchmark Oct 2007

This research report provides benchmarks and comparisons of operating efficiency for applications software vendors. The research is based on a proprietary quantitative benchmarking model developed by MGI Research and referred to as the MGI Index. The data helps management teams, boards and investors benchmark operating performance vis-a-vis their peer group of companies and identify areas for improvement. 16 pages. Companies mentioned include ORCL, SAP, MSFT, CRM

Attachments: (For Subscribers)
Download this file (MGI_ASV_Benchmark_Oct_2007.pdf)MGI_ASV_Benchmark_Oct_2007.pdf

Beyond the Mid-market – SAP Bets the Future on Business ByDesign

Positioned as a product for midsize companies with 100-500employees, Business ByDesign (formerly referred to as A1S) is much more than that. It is clearly the next-generation, "bet-thecompany"product for SAP. Can SAP deliver? In a related note, -  "SAP Business ByDesign BETA Customer Interview", we got a first hand interview with one of the early SAP BBD BETA accounts. To see the full content of this Research Note, please CLICK HERE.

SAP Business ByDesign Beta Customer Interview

In the wake of the hype and commentary on SAP’s mid-market product announcement on September 19, 2007 (See MGI Research report “Beyond the MidMarket – SAP Bets the Future on Business ByDesign” for our analysis), we’ve begun interviews with SAP’s beta customers. Here’s what the Fesnak & Associates’  partner in charge of the SAP BBD project had to say about their experience so far. To see the full content of this Research Note, please CLICK HERE.

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