Jim Cramer's view on SAP as a company. Bill says SAP is about cloud and mobility.
Bill also mentioned that the housing and jobs economy will take a long time to recover. But corporations have $ 1.7 Trillion to invest and SAP is in a good position to deliver solutions. That is interesting. Government and consumers don't have much money to spend. But corporations have a lot of money to spend. This is a great time for corportations to invest in the next 20 years of innovation. I believe that OnDemand applications that are designed for people and mobility are key areas for investment.
Bill also mentioned that the housing and jobs economy will take a long time to recover. But corporations have $ 1.7 Trillion to invest and SAP is in a good position to deliver solutions. That is interesting. Government and consumers don't have much money to spend. But corporations have a lot of money to spend. This is a great time for corportations to invest in the next 20 years of innovation. I believe that OnDemand applications that are designed for people and mobility are key areas for investment.
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