Microsoft's reticence to comment on any timelines of product integration and operations mergers, to our belief, stems from their genuine inability to foresee it at this stage. Still, although the indications that the business will continue to be as usual are strong, Microsoft may eventually decide to streamline its diverse, likely redundant, product mix, staff, and channel. Once Microsoft figures it out and gets a much clearer picture, it should emerge as a mid-market leader making its competitors scramble to better its value proposition.
sap versus siebel
like Oracle, Siebel , SAP and PeopleSoft , given Axapta's scalability and strengths that are on par with those of e.g., J.D. Edwards', IFS' or Baan's. Even if Microsoft may want to stay at the low end of the market and, therefore, also out of the way of its big applications developing partners, it will not be that easy as many Tier 1 applications vendors have increasingly been targeting the same market segment (see SAP Tries Another, Bifurcated Tack At A Small Guy ). And what about a plethora of smaller