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September 17, 2002

Forbes: Microsoft Is Plain Crazy

Forbes Publisher Rich Karlgaard writes about the morphing of Great Plains into Microsoft Business Solutions.

Here's a prediction: sometime later in the decade a series of deadly missiles will hit Oracle, SAP and other global enterprise-software giants. It will surface in due course that the missiles were launched from little Fargo, N.D. by order of Doug Burgum, a guy with a lion's mane of hair who favors Nike shirts, cargo shorts and water sandals for office attire. More on this Burgum fellow later.

Currently, Oracle (nasdaq: ORCL - news - people ) and SAP (nyse: SAP - news - people ) are all right. Along with Microsoft (nasdaq: MSFT - news - people ) and IBM (nyse: IBM - news - people ), both will survive the tech bust and the consolidation crunch yet to come. Their five-year prognosis is sunny. CIOs--at least, every CIO I talk to--are under orders from their CEOs to shrink the software vendor list. In this winnowing, Oracle and SAP will emerge winners. (full story)

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