SAP - Der Koloss wankt (Seite 331)

[El_Matador]

Zitat von KLumpur: Ist jemand schon länger bei SAP investiert und kann berichten wie sich der Kurs nach der Hauptversammlung verhalten hat?

ich war mal sehr lange in sap investiert und warte ab, falls sie mal wieder billiger wird. ich meine, durch einen markteinbruch und nicht durch unternehmensspezifische gruende. wegen des dividendenabschlags wuerde ich mir keine sorgen machen, denn die dividende ist nicht sehr hoch, und wahrscheinlich hat niemand die aktie wegen der dividende im depot.

[El_Matador]

SAP ist also weiter in Akquisitionsstimmung, aber offenbar waehlerisch genug, um auch Deals abzubrechen, wenn die Due Diligence nicht die erhofften Ergaenzungen bestaetigt.


Bloomberg

SAP Said to End Talks to Buy Jive Software in Past Month

By Aaron Kirchfeld, Ruth David & Aaron Ricadela - May 24, 2013 9:22 PM GMT+0200

SAP AG (SAP), the world’s largest maker of business-management software, held discussions within recent weeks to acquire Jive Software Inc. (JIVE), which has a market value of more than $1 billion, people familiar with the matter said.

SAP quit talks with Jive, which makes social-networking applications for businesses, after a thorough review of the company, said the people, who asked not to be named because the matter is private. SAP, based in Walldorf, Germany, decided Jive’s products overlapped too much with its own and wouldn’t add enough market share, one of the people said. SAP is a customer of Jive, according to Jive’s website.

Jive shares rose as much as 8.8 percent to $17.16 on the news, the most since November, to give the company a market valuation of about $1.1 billion.

Software companies are trying to foster client loyalty by integrating collaboration tools for employees reminiscent of Facebook Inc. (FB)’s social networking platform. SAP last year released its own tool, called Jam, that’s based on code garnered from its acquisition of SuccessFactors Inc. Forrester Research estimated in 2011 that the market for social enterprise software would grow about 60 percent a year and reach $6.4 billion by 2016.

“Investors may be thinking that SAP was not the only potential suitor with whom Jive was talking,” Michael Nemeroff, an analyst at Credit Suisse Group AG in New York, said in an e-mail. He rates Jive shares outperform with a $25 target price. “I think Oracle and IBM would like to own this.”

Oracle, IBM

Oracle Corp. (ORCL) has bought online marketing companies including Eloqua Inc. and Vitrue Inc. International Business Machines Corp. last year bought Kenexa Corp., which lets businesses recruit workers through social media.

SAP spokesman Daniel Reinhardt declined to comment, as did Amanda Pires, a spokeswoman for Palo Alto, California-based Jive. Deborah Hellinger, a spokeswoman for Redwood City, California-based Oracle, and James Sciales, a spokesman for Armonk, New York-based IBM, also had no comment.

Jive, which provides businesses with social-networking software that helps employees communicate and collaborate on projects, reported first-quarter revenue of $33.9 million. The company posted a net loss for the quarter of $16.6 million. Jive went public in December 2011, raising $161 million.

Last month, SAP said that sales of its new software licenses, an indicator of future revenue, had risen 3 percent to 657 million euros ($849 million), a significant slowdown from the 9 percent growth it posted the previous quarter.

To contact the reporters on this story: Aaron Kirchfeld in London at [e-mail]; Ruth David in London at [e-mail]; Aaron Ricadela in San Francisco at [e-mail]

To contact the editors responsible for this story: Jacqueline Simmons at [e-mail]; Kenneth Wong at [e-mail]; Tom Giles at [e-mail]

[KLumpur]

Man merkt ... es wird Zeit den Müll zu verkaufen!

[StatistikFuchs [KommA]]

Trotz des tiefen Absturzes im April stufe ich die SAP Aktie wieder mit dem Trend "Aufwärts" ein. Dieser Trend hat allerdings aufgrund der hohen Volatilität keine Qualität und bekommt von mir daher keinen Qualitätsstern (Alle Daxtrends mit Qualitätssternen unter http://www.statistikfuchs.de/Trends). Ein Rückfall des Kurses unter 61 Euro würde den neuen Trend wieder beenden. Das erste Kursziel ist das Märzhoch bei 65 Euro.



Gruß Statistikfuchs

[LongAndProsper]

Augment Your Reality! - SAP Smart Glasses
http://scn.sap.com/community/transportation-and-logistics/bl…

A very cool innovation concept with the potential to increase productivity & efficiency within the warehouse, supply chain and more!

SAP recently teamed up with Vuzix, a leading supplier of video eyewear products to produce a concept demonstration to illustrate the art of the possible for augmented reality in a warehouse environment. The concept was launched at SAP's SAPPHIRE NOW conference in Orlando this week.


In order to be truly effective warehouse operatives need to be provided with the right information, at the right time and right place. Traditionally this means using a wireless handheld scanning device (or in some cases still pen and paper...) which provides the operative with a list of activities that need to be performed e.g. pick this box from aisle 10, rack location A-1, then deliver to staging area.

The mere act of holding and operating a wireless device can often lead to lost time in the warehouse; you have to keep picking it up, putting it down or back into it's holster, picking it back up looking at it, pressing buttons etc. etc. But what if you could eliminate this physical burden? From a productivity and efficiency perspective every second counts! There are already various alternative technologies such as voice & audio picking out there today - whereby voice commands are both given provided to and received from the operative, but I truly believe that the concept developed here by SAP and Vuzix really take this to the next level.

Ghoutam Banerjee from our Value Engineering was instrumental in developing this concept, (Sponsored by Paul Boris, Global Vice President, Enterprise Operations Management from SAP) and I was immediately blown away by this innovative use of Augmented Reality!! The operative is provided with a "heads-up" display & audio delivering the relevant information they need via the Smart glasses, allowing them to be truly handsfree and get on with the job in hand, combine this with real-time in-context information and alerts and it provides game changing capability! I look forward to seeing how this develops and what our customers think. Make sure you take a look at the video to see the concept in action! Watch this space!!

The concept video from SAP and Vuzix - really brings the idea to life!

"Enterprise information is visible right before the worker’s eyes while allowing the worker to stay focused on their work and environment. With data coming in real-time from machine-to-machine sensors and SAP systems, workers can respond quickly with unmatched situation awareness such as knowing what and where to pick inventory, receiving alerts and instruction to handle maintenance and getting safety messages to avoid accidents from a blind spot. These are just a few use cases where warehouse management, assembly, field installation, testing, machine tooling and repair operations represent a dazzling opportunity for the implementation of AR tools."

Click here to view the Vuzix Press Release & Click here to learn more about SAP for Transportation & Logistics on SAP.com

[LongAndProsper]

Wenn die Kooperation von SAP mit Vuzix mal kräftig Früchte trägt,
ist der Kursfantasie keine Grenze gesetzt.

SAP-Partner Vuzix gibt Gas

Starke Produkte, Innovationsstärke und hervorragende Partnerschaften zeichnen den kleinen Technologiekonzern Vuzix aus. Der positive Newsflow dürfte auch in Zukunft nicht abreißen.

Die Aktie von Vuzix hat zu Wochenbeginn einen deutlichen Kurssprung vollzogen. Das US-Unternehmen gehört zu den führenden Anbietern von Video Eyewear-Produkten für das Militär sowie den Medien- und Entertainment-Bereich. Auch auf der Consumer Electronic Show CES in New York machte das Unternehmen zuletzt erneut auf sich aufmerksam. Dort gewann der Video-Brillen-Hersteller zwei Innovationspreise. Kein Wunder, dass immer mehr der großen Konzerne auf den Small-Cap aufmerksam werden. Apple und Nokia sind bereits Partner und es dürften in Zukunft noch einige dazu kommen.

[KLumpur]

Zum Kotzen ... seit Monaten das gleiche Spiel: hoch, runter, hoch, runter ... und keine Anzeichen von einem Vorwärtskommen!

[KLumpur]

Ist jemand schon länger bei SAP investiert und kann berichten wie sich der Kurs nach der Hauptversammlung verhalten hat?

[KLumpur]

Mal eine kleine OFF-Topic-Frage ... und zwar habe ich noch nie irgendeine Hauptversammlung besucht, überlege nun aber am 4. Juni zur SAP Hauptversammlung zu gehen.

Sicher gibt es hier Leute unter uns, die schonmal auf einer HV waren ...
wie läuft sowas ab? Ist das einfach nur eine riesen Halle, in der man sitzt, zuhört das war's?

Kennt SAP einen da? Gibt es verschiedene Bereich, die für verschiedene Personenkreise zugänglich sind? Gibt's da Catering? Wie lange dauert sowas? Gibt es ein "Rahmenprogramm"?

Wie gesagt, bin was HV's angeht echt unerfahren, da ich an diesem Tag aber frei habe und Mannheim nicht so weit weg ist, wäre es eine Überlegung wert.

Vielleicht mag jemand zwei drei Zeilen zu meinen Fragen schreiben !?
Würde mir helfen!

[LongAndProsper]

SAP & Vuzix Bring you Augmented Reality Solutions for the Enterprise