Yes, that's the problem. If Agassi is trying to transform the company from an Applications Company to an Apps and Tech company with NetWeaver that's fine. It has precedence, as that's what Oracle is.
Oracle had a tough time when they delivered their first Applications product so we should expect the same from SAP on their first technology product. Where I get concerned is when I see virtually no sales on the "technology" they have bet the company on. Even Oracle had sales of their New Apps product right out of the gate when it was released. Modest to be sure, but it was selling and was not simply thrown in with a database upgrade to rot on the shelf.
SAP needs to break out their Tech numbers and show us the return they are getting on this multi billion dollar investment they have made. After all, it's the investors money they are throwing around not their own.