In January, SAP announced upbeat results for Q4 2000, in contrast to the current market slowdown. However, 8% license revenue growth in North America is much less compared to recent reports from its direct competitors, indicating a possible loss of market share and the fact that not all troubles have been left behind.
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& Optimizer (APO), Business Information Warehouse (BW), and others, speaks in that regard, resulting in 27% of total software license revenue in 2000. In addition, SAP, traditionally regarded too unwieldy and costly for small or midsize enterprises (between $50 million and $ 200 million in revenues), has made significant penetration and visibility within the coveted market (for more information, see SAP Claims Big Gains In The Low-End Battleground ). Look for its continued mid-market success in 2001, as