Is SAP worth $200 Billion?

Its been a interesting few months for SAP investors. Stock has jumped from $72 on 6/27/2016 to $103 on 5/12/2017. MCap jumped from $70Billion to $127Billion!!

That opens a possibility to think is the stock headed to a market capitalization of $200 Billion?

I think there are 3 mega trends which may make this happen.

  1. Upcoming SAP HANA upgrade super cycle – We are seeing that all customers (approximately 55,000 ECC users) will switch to HANA for sure in next few years.
  2. SAP is winning big time in cloud growth – 330,000 customers with a lot more growth left. I see SAP having ONE million customers in 5 years
  3. P/E earnings of SAP is so low at 31.5, its unbelievable – compare this with P/E of Salesforce  is 343.7!! Workday other competitor’s P/E  -50!! Workday lost $105Million on a $436M revenues.

Finally, SAP is THE king of enterprise system. I would be surprised if any other system can close financials the way SAP can execute.

I think there will be a few more acquisitions SAP will do in next 12-24 months, may be WorkDay. I would expect SAP to hit a $200 Billion in market cap before 2020. I am sure Hasso Plattner /@BillRMcDermott and others at SAP will be smiling!

Cheers,

Giri Devanur
CEO – Ameri100 Inc.

http://www.ameri100.com
http://www.linkedin.com/in/giridevanur

PS: Don’t treat this as a stock advice. Never invest in any stock unless you research thoroughly yourself!

#sapphirenow

@SAPPHIRENOW

 

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Will Artificial Intelligence kill your job?

Answer is Yes and No.

All of us have been seeing many articles recently about the coming armageddon of job losses. Some have even predicted that almost 75-80% of all jobs will go away. Time for us to take step back and use our “natural intelligence” before falling for this chicken-little syndrome.

I was introduced to the fascinating world of AI by my professor MGV in my engineering days in 1990! By then, he had done his Phd in AI 🙂

So, just remember. AI is not new by any stretch of imagination. It’s been in the works for last 35-40 years.

Will it change the world? Yes for sure.

Will it kill all the jobs? No for sure.

Here is what will happen like all technology waves.

1/3 of the smarter people will find really exciting careers in next wave of technologies, be it in programming, digital-manufacturing, bio-engineering and so.

1/3 of the average skilled people will lose their high paying jobs and move to lower paying jobs. The salary cuts will be like 30%-50%. The transition for these people will happen but its tough.

The bottom 1/3 people (what I mean is people who refuse to learn, take additional courses in new areas, update their skills on a daily/weekly/monthly and annual basis AND people who are lazy to upgrade their knowledge), will have the toughest period. The brutal wave of job losses will hit this crowd. Remember in early 19th century US had half a million women telephone operators in AT&T alone!!

This has happened in various old-age industries…will continue again in ALL industries. The only difference this time, tsunami will start in our own IT industry.

Question is which group do you belong. The smart, the average or the dinosaur?

Jack Welch had told this ::“Change before you have to”

Giri Devanur

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How we got to NOW – Steven Johnson

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Normally, I read books very fast. Once in a while you stumble upon a book which is so insightful, you “study” instead of reading. One such book is a book by Steven Johnson’s  How we got to NOW 

I am amazed by the clarity with which Steven has weaved multiple strings of science history into coherent and yet simple 6 streams, which changed modern world.

Here is a quick summary of 6 inventions which changed everything for modern human society.

1. Glass – The natural pieces of glass were first found in deserts of Libya Desert and the processes how merchant families of Venice figured how to make glass. That was the real “silicon valley”. Surprising link from glass to printing press is amazing reading. From there on a series of innovations like books, telescope and so on all starts with glass.

2. Cold  – Who would know that in 1800’s the biggest export from Boston was ice and the largest and most profitable market for ice was Mumbai, India?? Thats an amazing piece of history there. Ice-trading was mastered by a guy named Fredric Tudor who eventually figures how to export frozen ice from lakes of Boston around the world. He went bankrupt twice and arrested during this process. He made $100M (in todays dollar terms) finally. Ice making paved way to refrigeration and hence frozen food which eventually changed US and world.

3. Sound – Interesting reading about how Thomas Edison patented his “phonograph” while a french man named Eduard Leon Scott who was a great scientist but not a marketing genius like Edison has already patented “Phonautograph”. I am sure he died poor. Inventors never make money, but inventors with a marketing streak makes it all. There are some interesting connections between how invention of recorded sounds lead to sonograms and eventually to ultrasound which changes the male-female ratio in china due to male obsessed societies. A little far fetched, but when you see in scientific context, it sounds true though.

4. Clean – Its amazing to read about a New Jersey doctor John Leal, who came up with the idea to chlorinate the water to kill bacteria.  Can you imagine anywhere in the world drinking safe clean water without chlorination? This man must have single handedly changed the course of human history by saving millions may be billions of babies since 1908. And he did not patent his invention, or build a product and sold it etc. He made this the first true “open-source” invention for the benefit of human kind. What an amazing story.

5. Time – How many times in a day do we look at our iphones and watch to see time. I did not know that all the clocks in all the cell phones are linked and connected to a series of low altitude geo synchronous satellites, which maintain the global timing!! A lot of history about time keeping. Steven doesn’t discuss many other cultures which kept time tracking very accurate. However he writes about a railway engineer William Allen, how he creates the US time zones to manage the railroad traffic!!
6. Light – This is a heart wrenching story. 

Did you know that Manhattan of New York was a very big slum – Half a million people living in 15,000 units. Almost like Dharavi of Mumbai. I pondered if Dharavi could be transformed someday like Manhattan. How an experiment called “BlitzLicht” (aka flash light) in 1888, lead to flash lights of photographs which showed the plight of poor immigrants living in the slums of NYC!! This chapter goes on to describe how the experiment of usage of a wasted gas to be used in Neon lights which changed the face of Las Vegas 🙂

7. Added Bonus of Time travel : – Where do we go from here. Almost 150 years back, Charles Babbage and surprisingly Lord Byron’s daughter (who was a “programmer” in those days!!) predicted what today’s google, iTunes or hyper text – all that too in one footnote.

I started pondering after finishing this book….my 3 questions,

  1. Where we came from – Human life’s origin
  2. What is the purpose of life?
  3. Who created life?

If you have answers for these 3 questions, you know how to reach me!

Cheers,

Giri Devanur

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11 Rings – Phil Jackson – Mindfulness of a Zen master

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I read Phil Jackson’s 11 Rings again recently. Some of the lessons are profound. Here is a simple presentation with those 11 lessons of a zen master of basket ball. Greatest coach of all times.

 

11 RINGS – SOUL TO SUCCESS

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You are who you hire

What’s the secret of a truly successful organization?. Its a cliche – Its all about hiring great people. I have a simple rule. If you hire a great team member, you dont have to manage them.

We tried to solve the challenge of “how to hire a great candidate” while we were building a product company. We quickly learned a lot of lessons on why, what and how of “recruiting A-class players”. Everyday in Ameri100 we are working hard to add more “A-players”

I recently came across this book by Geoff Smart and Randy Street – “Who”. This book is fantastic read if you are an entrepreneur, CEO or a manager of a team. Here is the summary pdf.

WHO PPT

Are you “A-class” team member?

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Buck Up, Suck Up . . . and Come Back When You Foul Up: 12 Winning Secrets from the War Room

Recently I read this book by @JamesCarville,@PaulBegala. Even though I may not agree the authors political angle, they have done a great job of identifying what are the key factors that will make a political campaign or business a success.

See the attached pdf

BUCK UP, SUCK UP summary

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Hillary Clinton – Digitally disrupted?

All techies could visualize a scenario like this one below.

Hillary was approached by Obama to be the secretary of state. She accepts and comes back to her office. Her “IT Team” walks in and asks “Madam – Would you like 2 blackberrys one your personal and one state department”. She thinks for just a second and says “I want just one – its so easy to carry one blackberry”.

hillary-clinton-sunglasses-blackberrry-kevin-lamarque-ap

IT team goes back. Sets up a server in the basement and links the state department server.

Rest is history.

HRC gets digitally disrupted. Election lost.

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Yahoo Saga – Marissa Mayer: the futurist

https://next.ft.com/content/c8f8176c-5285-11e6-9664-e0bdc13c3bef

Its easy for anyone to criticize someone for failures. I think Marissa Mayer marissa_new4_400x400@marissamayer was right on so many things that happened at Yahoo. But in the brutal and ruthless tech world, you need to get everything right. Not 90%, not 95% …its 100% correct all times. Timing is everything. Watch this Ted Talk below…

Lets take a look a few years back. As late as 2008, BlackBerry was the king of smart phones and Nokia was ruling the global cellphone markets. Their CEOs were as powerful as one could get. They both got the touch screen and fully integrated iPhone of Apple. Then Google bought a small company called Android for just $50Million and rest is history. 5 years later both Nokia and Blackberry were knocked out fully.

Ms. Mayer did attempt to fix Yahoo. Could Yahoo have become Pepsi (v/s Coke) of Search engine to Google? Probably. She should have set moderate goals and did What Steve Jobs did. Focus, Focus, Focus only on search. Not too many areas too many products etc.

My unsolicited advice – Talk to Satya Nadella  (@satyanadella )and go fix Bing: Only search engine. Nothing else.

She is a great leader and will bounce back. Best place would be Microsoft Bing.

Cheers,

Giri Devanur

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everything is irrelevant

Google’s Leading Futurist Predicts Humans Will Start Living Forever by 2029

http://thescienceexplorer.com/brain-and-body/google-s-leading-futurist-predicts-humans-will-start-living-forever-2029

Ray_Kurzweil

Why would anyone wants to live forever?

Ray Kurzweil, thinks many people would want to live. May be the science will reach such peak. But should anyone live forever?

Isn’t the beauty of nature is life and death in perpetual cycles? The process of renewal…if that stops, whats the fun?

I had always thought, everything is irrelevant and so is everyone in the long march of time. Noting should ever be permanent other than god or nature (if you don’t believe in god). 

As long as we live everyday with gratitude, humility, happiness and being healthy…is all what matters. Not how long.

Not forever for sure….Thats my view.

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EY announces Finalists for the EY Entrepreneur Of The Year® 2016 in New Jersey

EY announces Finalists for the EY Entrepreneur Of The Year® 2016 in New Jersey

PR Newswire

ISELIN, N.J., April 26, 2016 /PRNewswire/ — EY today announced the finalists for the EY Entrepreneur Of The Year 2016 in New Jersey. The awards program, which is celebrating its 30th year, recognizes entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation, financial performance and personal commitment to their businesses and communities.  Award winners will be announced at a special gala on June 23 at the Hyatt Regency, in New Brunswick, New Jersey.

The finalists are:

Ron Bergamini– Action Environmental Group
Shari Spiro – AdMagic Inc.
Adam Grossman – ADMA Biologics, Inc.
Phil Bomrad – Albireo Energy, LLC
Bruce Flitcroft – Alliant Technologies
Giri Devanur – Ameri100
Joseph Butler – ApTask
James RheeAshley Stewart, Inc
Jaswinder Chadha – Axtria
Andrew Krakauer – Cantel Medical Corp.
Christian Kopfli – Chromocell Corporation
Dr. Shu-Tung Li – Collagen Matrix, Inc.
Peggy McHale – Consultants 2 Go LLC
James Sapirstein – ContraVir Pharmaceuticals
Thomas Coyne – Coyne PR
Daniel Schildge – CRP Industries Inc.
Shekhar Yerramilli – daVIZta
Krishnan Padmanabhan – daVIZta
Steven Lang – DS&D
Scott Tarriff – Eagle Pharmaceuticals
Dr. Subhash Makhija – GEP
Chester Grabowski – Harvest Restaurant Group
Linda Magnusson-Rosario – INSYS Group, Inc.
John Gallucci – JAG Physical Therapy
Richard Maser – Maser Consulting P.A.
Dr. Michael McLaughlin -MedAscent Inc.
Carolyn Clark – MedAscent Inc.
Abby Ayoub – Optical Academy
Michael Ravallo – Pinnacle Freight Systems, Inc.
James Bowman – SBS Group
Rita Gurevich – SPHERE Technology Solutions
Manoj Agarwal – US Tech Solutions, Inc.
David Berlin – Video Corporation of America
Chris Sullens – WorkWave
Susan Guerin – World Finer Foods, LLC

Now in its 30th year, the EY Entrepreneur Of The Year program has expanded to recognize business leaders in more than 145 cities in more than 60 countries throughout the world.

Regional award winners are eligible for consideration for the EY Entrepreneur Of The Year National program.  Award winners in several national categories, as well as the EY Entrepreneur Of The Year National Overall Award winner, will be announced at the EY Entrepreneur Of The Year National Awards gala in Palm Springs, California, onNovember 19, 2016. The awards are the culminating event of the EY Strategic Growth Forum®, the nation’s most prestigious gathering of high-growth, market-leading companies.

Sponsors
Founded and produced by EY, the Entrepreneur Of The Year Awards are nationally sponsored by SAP America, Merrill Corporation and the Ewing Marion Kauffman Foundation.

In New Jersey, sponsors also include PNC, DLA Piper, Morgan Lewis, Pine Hill Group, Cresa, Empire Valuation Consultants, SolomonEdwards Group and NJBIZ.

About EY Entrepreneur Of The Year®
EY Entrepreneur Of The Year is the world’s most prestigious business award for entrepreneurs. The unique award makes a difference through the way it encourages entrepreneurial activity among those with potential and recognizes the contribution of people who inspire others with their vision, leadership and achievement. As the first and only truly global award of its kind, Entrepreneur Of The Year celebrates those who are building and leading successful, growing and dynamic businesses, recognizing them through regional, national and global awards programs in more than 145 cities in more than 60 countries.

About EY’s Strategic Growth Markets practice
EY’s Strategic Growth Markets (SGM) practice guides leading high-growth companies. Our multidisciplinary teams of elite professionals provide perspective and advice to help our clients accelerate market leadership. SGM delivers assurance, tax, transactions and advisory services to thousands of companies spanning all industries. EY is the undisputed leader in taking companies public, advising key government agencies on the issues impacting high-growth companies and convening the experts who shape the business climate. For more information, please visit us atey.com/us/strategicgrowthmarkets, or follow news on Twitter @EY_Growth.

About EY
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit ey.com.

Logo – http://photos.prnewswire.com/prnh/20130701/NY40565LOGO-b

To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/ey-announces-finalists-for-the-ey-entrepreneur-of-the-year-2016-in-new-jersey-300257793.html

SOURCE EY

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