If we look at the IT media entities, they accept SAP’s proposal that all applications work. There is no questioning as to any IT media entity going back and reviewing which SAP applications that were introduced with some fanfare worked out and which didn’t.
This leads to a sort of shocking conclusion that the media entities simply get all of their information from SAP. An analyst like Gartner does, on the contrary, speak with a huge number of SAP customers. However, they do not publish much of these observations regarding the overall view of a vendor. They may tell clients in private sessions.
But this means that fundamental analysis — like the analysis in this article just not being done. We have economists giving virtually no coverage to enterprise software. IT media being paid to repeat messages from software vendors and focusing very strongly on new introductions (rather than what happens after). Then we have IT analysts who don’t appear to get into areas outside of ratings (at least much outside of). However, ratings are only one type of analysis that needs to be performed. If a company is going to choose to use a vendor, they need to know the overall picture and not in such a limited dimension.