You are livign in denial or are very unaware of the changing CRM marketplace.
As for IBM / SAP, I have worked for both SAP very recently) and have a pretty clear understanding of the problems/ ties the two have. With SAP, the myth is always so much bigger than the reality.
If you think Oracle is causing you problems now. look out because they have been hiring SAP exers in force-- and for the first time - getting some good players. An ex VP just went over to help the team that is focused on SAP customer acquisitions and some former SAP Prez club members are also on board.
Morale gets worse by the day. ORCL has driven the prices so low we can't make money and it it now all about cost cutting. They question things like what type of coffee we have in the break room. It sucks. I miss 1999
WE all miss 1999. We are all cost cutting. Do you have a good management team? Or is it just churn and burn like they have no idea what they are doing?
I'd like to know what affect Mike is having. The IBM culture is kind of disturbing for most software folks. If you come from Coca Cola it is okay, but if you come from Big 5, it sucks. Just ask PWC or Monday or whomever they were before IBM ruined, I mean bought the company. Does Mike exude the IBM culture?