Balance of power
It seems to me that the balance of power between SAP and their customers is in the wrong place. SAP kindly agreed to let their customers continue to use their software?! I suppose this is what happens when a market is broken in terms of there not being many enterprise-credible alternatives. There have been several articles on here lately about the "powerful" German SAP user group being upset about the direction in terms of forcing S/4 and cloud, but I haven't seen SAP change direction in the slightest... I guess that recurring cloudy revenue stream is just too compelling?