Summary
SAP marked the first 100 days of its new co-CEOs' leadership at Sapphire 2010 in Frankfurt and Orlando by outlining the company's future technology strategy. Among the strategic elements presented, we believe the key pillars are: On-Device, On-Demand, and most importantly in our view, In-Memory Computing. At the very outset, the firm's CEOs tied the Sybase acquisition to its strategy of doubling its total addressable market from roughly US$100 billion to US$200 billion within the next several years.
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