Off ice
Everybody uses Office, right? Or, at least, everybody that uses SAP uses Office. Which is why the Duet product makes sense.
The question is how long will the partnership between SAP and Microsoft last? Microsoft is trying to sell their Dynamics solutions and it seems that one of their big value props is that it is integrated tightly with Office. SAP is trying to sell SAP Business One into the same space.
I know about coopetition and all of that but when you are going head-to-head over the same market, differences will emerge and the result will be a watered down effort to make Duet right in the long term. Maybe, since the price is right and it doesn't seem like a stretch in terms of IT resources, Duet will develop enough of a user base to become important to both (kind of like Office for Mac) but I don't know if I would place a big bet on it.
Comments
Rob, I think you are off-base about Duet. We (Microsoft and SAP) will make this successful, no matter what.
Posted by: Shai Agassi | September 18, 2006 11:30 PM