SAP is a company with Best product, old and lethargic employees and visionless managers. Since Hasso left the company, SAP has not been able to do any significant innovation in the past decade. SAP recent leaders are basically average organizational managers, who rode the wave of success due to a great product and huge customer base, but have no vision, charisma and ability to lead the organization like SAP.
My predictions for next 2 years:
1. Bill Mcdermot will be kicked out after next year's dismal performance. 2. Oracle or IBM will try to buy SAP in the next one year, when SAP valuation touches $40B.