1. Russian billionaire emphasizes need for SAP alternatives despite high costs and time. 2. Development of homegrown software is deemed essential for survival amidst market changes.
While the push for alternatives could affect SAP's market share, SAP has dominant positioning and resources to adapt. Historical precedence, such as responses to Oracle's competition, shows SAP can maintain stability despite threats.
This news indicates a competitive threat to SAP, suggesting a potential market shift. However, SAP's established market position may mitigate immediate effects.
The shift to alternatives often requires significant time for development and market adoption. Examples like the gradual rise of Oracle and Microsoft alternatives illustrate a lengthy competitive evolution.