Wall Street Analyst and SAP Enterprise Mobility

Happy Holidays
from Kevin Benedict!

I received an interesting call yesterday from a Wall Street analyst.  He wanted my opinion on SAP's acquisition of Sybase.  His premise was that there was not $5.8 billion worth of value in Sybase.  I responded that I had no expertise in valuation so could not help him in that determination.  However, I did have more than enough opinions on enterprise mobility to share.

I provided him the following list for his consideration during his valuation exercise:

1)  Had he looked into the potential value of Sybase's 365?  I said much of the world, and the fastest growing segments of the mobile market (LDC - less developed countries), are increasingly using SMS for mobile banking, money transfers, mobile payments, and many enterprise applications like field services, inventory, database queries, sales reports, etc.  He had not considered this.