A timely reality check -- read the entire article
Microsoft does business software well. Approximately half its revenue comes from business customers for its e-mail infrastructure, database systems, developer tools, Office productivity applications and other mainstays. It has also assembled, through acquisitions, a fledgling line of enterprise software that it calls Microsoft Dynamics. Microsoft would like Dynamics to be viewed as competing head to head with the No. 2 name in enterprise software, Oracle, or the No. 1, SAP of Germany. For the moment, however, Microsoft Dynamics’ parity with those big names is nothing more than wishful aspiration.
Professor Cusumano has a suggestion: Rather than acquire Yahoo, Microsoft should pursue SAP.
Or maybe Microsoft should exploit its financial leverage and buy both Yahoo! and SAP.