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AMR says this is risky because there has not been a successful consolidator in the software business, pointing for example at Geac and CA (see url links below). Chairman and CEO of Infor is quoted in INFOWORLD.COM May 22, 2006 Issue 21 Tech Watch section under Enterprise Software (and other computer news media (see urls below)) as saying * the company is in the application business, not the infrastructure business * Infor's portfolio has been in manufacturing distribution asset-management and cross-industry software * SSA will expand them into warehouse management, transportation, logistics and service-oriented architecture (SOA). * Infor and SSA serve different nitches in same marketplace, with minimal overlap * Larger enterprises like to have less vendors to have to deal with * There will be no forced migration for ERP users * There are no plans to kill off any products. * They do not yet have a road map to share with the news media. The article quotes the President of Wohl Associates that the merger will help against Oracle and SAP eroding Infor's customer base of manufacturing. The author of the piece seems to think that a successful ERP needs an open SOA platform. (service-oriented architecture). Jim Schaper, Infor chairman and CEO places a high priority on the iSeries customer base, which continues to attract new customers even though Schaper calls Java and .NET the "growth" platforms.- Both Infor and SSA have been on a buying spree, snapping up ERPs in the iSeries and other platform markets. Our [combined] business in Germany alone will be close to $500 million. The supply chain business will be close to $400 million Pending regulatory and shareholder approval, the deal is expected to close in the third quarter. http://www.infoworld.com/article/06/05/15/78322_HNinforssa_1.html http://findory.com/source?source=InfoWorld&ib= http://www.iseriesnetwork.com/content/f3/index.cfm?fuseaction=news.viewArticle&webID=1001&newsID=5021&issueID=5776&articleID=52596 http://www.computerworld.com/action/article.do?command=viewArticleBasic&articleId=9000623&source=rss_topic121 http://www.computerworld.com.au/index.php/id;1435847637;fp;4;fpid;1398720840 Al Macintyre veteran of over 20 years working in ERP veteran of over 40 years of working at IBM Customer sites Programmer, Operations, Security jack of all trades, master of some
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