關於 cloud market size ，我們在網路上蒐集到這些相關的討論、資訊與評價

ORACLE vs SAP ศึกซอฟต์แวร์องค์กรล้านล้าน / โดย ลงทุนแมน

หากพูดถึงบริษัทซอฟต์แวร์มูลค่ามากสุดในโลก
อันดับที่ 1 Microsoft 25.3 ล้านล้านบาท
อันดับที่ 2 Oracle 6.7 ล้านล้านบาท...
Continue ReadingOracle vs sap trillion enterprise software battle / by investing man

If it comes to the most valuable software company in the world
1nd place Microsoft 25.3 trillion baht
2ND PLACE ORACLE 6.7 trillion baht
3ND PLACE SAP 4.0 trillion baht

From the above rank
A lot of people are familiar with Bill Gates's Microsoft.
But probably not familiar with oracle and sap

Because the customers of both companies are not common..
So who are their customers?

Invest, man will tell you about it.

In fact, both oracle and sap customers are the company..

These two companies do business, software development, data planning and corporate resources.
AKA ERP (enterprise resource planning)

SAP ย่อมาจาก System Applications & Products in Data Processing
German nationality company, founded in 1972 by 5 former IBM employees.

While Oracle is an American nationality company
Founded in 1977 by Mr. Larry Ellison, Bob Miner and Ed Oates

So why do companies need erp software

Assuming a simple example is..

Unilever produces dove shampoo
After the production, I sent items to the inventory.
Last step. If order will be delivered to the supplier..

The question is if our business size is so big
How do we know if the inventory is actually out of stock
So the sales we record match the account side?

This has become a problem.
That caused corporate data structuring software for over 40 years ago.

Such software is designed and developed for all types of business.
From production side cuddle supply chain and all flows together on the accounting side.

Simple summary is sap and Oracle Design Software for companies to apply to business and plan all information on the same platform..

When the factory has shipped items, the inventory knows right away.
Inventory has been cut. Sales Department knows right away.
Sales Department has posted the wrong numbers. Know immediately and can fix it in time.

Most Manufacturing-related businesses, factories, inventory and offices are in different places.
But erp brings together the information of these sources.

Meaning the erp system occurs in real-time resulting in business data more efficient.
Including reducing potential errors on the way..

So what are the results of both companies?

SAP COMPANY
Year 2015 Income 7.45 billion baht. Profit of 1.09 billion baht.
Year 2016 Income 7.91 billion baht. Profit of 1.31 billion baht.
Year 2017 Income 8.41 billion baht. Profit of 1.44 billion baht.

Oracle Company
Year 2015 Income 1.16 trillion baht. Profit of 2.79 billion baht.
Year 2016 Income 1.18 trillion baht. Profit of 2.93 billion baht.
Year 2017 Income 1.25 trillion baht. Profit of 1.19 billion baht.

So what is the income structure of both companies?

SAP INCOME FROM CLOUD AND License 83 % and services 17 %
Oracle Income comes from cloud and license 82 %, hardware 10 % AND SERVICES 8 %

Essentially, software revenue comes from license and later start adjusting models to the era through cloud technology.

This makes the software that seems difficult to use. It's more accessible to smaller entrepreneurs.

Including it consulting companies that buy copyright to design systems for organizations like Accenture, deloitte or ey (Ernst & young) have more playful..

Also, if the income is divided by each region, company.

SAP has a customer in hand 425,000 account
From Asian Zone 16 %
American Zone 40 %
Europe, middle east and Africa zone (Emea) 44 %

Including Partnerships with 18,000 other companies covering 180 countries.

While Oracle has a customer on hand 430,000 account
From Asian Zone 16 %
American Zone 55 %
Europe, middle east and Africa zone (Emea) 29 %

Oracle can see that the American Zone Income is over half of the total income.
Let's go back. SAP EARN MONEY FROM BOTH AMERICA and emea group equally..

Ending with the value of both companies

Oracle 6.7 trillion baht
SAP 4.0 trillion baht

Getting here, we can see that all 2 companies are competing close..

However, behind the success of both sap and oracle should be from the charm of business to business that pays for good for a company called trust.

By this trust, there is a bet that
" all our company information, we will leave it to you.."
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for those who are interested in erp system, forward management service co ltd. (FMS CONSULT) is a sap solution and Sage Solutions (Accpac) service provider with over 25 years of experience and provides over 300 Domestic and international companies

Free Seminar..
Topic "the process of bringing company to the stock exchange with solution sap business one" Wednesday, March 6, 13.00-17.00 pm at sap Thailand. Register at http://www.fmsconsult.com/en/news-event/seminar/upcoming-event

For more information, please contact 02 274 4070, email: Marketing@Fmsconsult.Com or www.fmsconsult.com
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References
-Yahoo Finance
-Market Capitalisation, YChart
-SAP SE Annual Report 2017
-Oracle Corporation Annual Report 2017Translated

I would like to talk about three events that have been in progress for couple years.

1. The dark cloud on the immediate horizon is the Exchange-trade funds, which have grown exponentially in size in the past five years, but never been crucially examined by panicked selling. If the market turns around and the ETF investors decide to abandon their shares out of fear, ETFs would be forced to dump stocks and such behaviors could begin a vicious circle and drag the stock prices into a deeper valley.And I believe the algorithmic or AI trading could deteriorate such situation.

2. The S&P 500 has reached 19 times of P/E ratio, higher than the historical average of about 15.Readers might read my article on P/E ratio first— “談本益比觀念的對與錯 http://wp.me/p9ffS3-qh”

I think the 19 times of P/E ratio is not the problem itself. It simply reflects the reality of extremely low interest rates for almost a decade. The artificial manipulation of interest rates can mislead the prices of time of the markets, distort the anticipates of incomes, and increase the information costs. Therefore, the interest rates are the causes and the high P/E ratio is nothing but the unavoidable effect. “Action and reaction,” as they said. You shall not explain facts by facts.

3. The low interest rates also have encouraged a lot of corporate-share-buyback plans by borrowing, which has been one of the factors boosted the stock prices in the past five years. And I wouldn’t say it is a healthy phenomenon, despite Warren Buffett’s preference.

All these factors imply that the intrinsic economic progress might be left behind the raising prices of the capital markets. The diversion of these two, the reality and the artificial finance system, is the major cause of most financial crises.

As I said in the last article, “榮景或低成長的十字路口 (We are at the crossroads of prosperity or low progress) http://wp.me/p9ffS3-qB,” the monetary policy of Fed and the uncertain success of the economic reforms by President Donald Trump are two key factors in my prediction of the US economy and the performance of its stock markets. Once either one went wrong, the bear could show up all of a sudden.

文章連結：
http://wp.me/p9ffS3-rW

New Renaissance can reform global nations peacefully and digitally

Your esteemed institution will dominate think tank industry with my 4 plans that surely will attract more donation and create New Renaissance to reform China, North Korea and global nations peacefully and create $30 trillion dollars new revenue annual. 4 plans and the new management science will speed global development with prosperity, peace and health for new civilization.

I would like to introduce new management science and technology before the 4 plans that everyone will have equal opportunity to contribute in community and play a role in decision making with direct democracy in order to regulate perceived disequilibrium in human civilization. New management science of direct democracy will not put cat and fish together that is the only way we can keep financial discipline and transparency. Direct democracy is not campaign in every 4 years. It is new life in ICT century. The new management system can sell itself due to the benefit is huge that will create New Renaissance for peace, health and prosperity.

We are so blessed and so lucky to live in ICT era that systematically reform is a matter of finger tips. Human thought and information can transfer so fast and so massive that can perform direct democracy easily with ICT platform. It can start with housing and facility management industry that global residents in housing communities can perform direct democracy to form a global trend of new politics and new management science. We can create equal opportunity in different agendas with ICT platform that will liberate global productivity and lift efficiency to create new revenue $30 trillion dollars in New Renaissance.

Most communities, cities and nations will enjoy the new infrastructure of cloud conference in ICT platform for new management system that can stop human ordeals in politics, finance, education, ecology and economy. New generation will live in prosperity, peace and health with new management science. China reformed in 1980’s with global synergy platform to lift economy tremendously. New Renaissance with new management science will reform global nations in economy, education, politics, ecology and other different agendas that we can cross barrier of time and space to explore new worlds. If we adopt the new management system of direct democracy, we shall live peacefully in New Renaissance that people will not snipe at police any more.

Your institution can lead global think tanks, communities, governments, and enterprises in New Renaissance. It not only will reform management system but also will increase 40% productivity globally that equal to lift $30 trillion dollars revenue annual plus to save resources wasted in mismanagement. Direct democracy is green management for global sustainable development.

ICT sponsors will donate $30 million dollars to the institution annual that can promote New Renaissance and create $3 trillion dollars revenue annual for ICT industry. ICT can fabricate new platform of cloud conference for direct democracy that can apply in housing and facility management industry globally before it can lift to city level, national level and UN level eventually.

A housing community is a small nation. Nation will change when communities change. Residents in housing communities will enjoy surfing new management system to solve unrest and create pleasant environment. New Renaissance will start in housing communities and lift to higher levels accordingly. It will be a project that sells itself and build 200 ICT platforms globally. Each platform will be at the size of Facebook.

Since we can trade stocks directly in NASDAQ, why can’t we use civil power directly in cloud government and cloud conference? Initially we can operate both cloud conference and reality conference synchronously like Dow Jones operating both cloud trading and floor trading. NASDAQ has never operated floor trading since establishment. Literally politics is like the stock exchange. We can trade without brokers in stock exchange as well as in politics.

Everyone has access to information that information can spread massively and quickly without limit of time and space. Global development is the task of how to apply with synergy ICT platform for human activities especially for the public affairs that can lift efficiency, productivity and revenue with new management system to achieve prosperity, peace and health globally.

I am glad to learn we pursue the same goal and we might choose the same approach when we find polluted air in China and India can spread to Japan, America and Europe at the speed of hundreds miles per hour along jet stream in 6 miles height. Particles in polluted air can damage human health as well as catalyze extreme weather globally. We can benefit or hurt consequently with all events happening on the Earth.

What if African will pollute air and water seriously like China and India have done? How soon the Earth will become uninhabitable? Our knowledge and experience convince us the global is a holistic life body. Development should prevent from damaging the holistic life body. We had to protect the holistic life body by all means with new ethics and new code of conduct for sustainable development. The best way to achieve the goal is to operate new management system on ICT platform globally that all people can contribute and play a role in decision making. Everyone can watch, report and maintain the health of the holistic life body in every corner of the Earth without limit of time and space.

New management system and ICT platforms rely on consistent electric power supply. We need to develop green energy as electric power industry is major factor of pollution and global warming. Most energy in nuclear power plant has been applied to heat up sea water and vaporize into the sky that can rise up temperature seriously. Green energy and green management undoubtedly are strong pillars to support sustainable development for the holistic life body.

With continuous high growth rate, Africa has become new engine to pull global economy. Walmart is landing in Lagos. Major manufacturing facilities moved to Africa like Japan Panasonic. Chinese companies have operated in Nigeria since 1980’s. I met chiefs of CCECC in 1982 when they started water bore hole contracts in Lagos and looked for railroads contracts.

Plan 1 is to construct river flow power plants combining irrigation canals in Nigeria with water flushing out of existing hydro generators to rotate river mills for additional 30,000 MW that equals to 20 nuclear power plants. It can irrigate farms for 30 million tons rice annual to improve food shortage and inconsistent power supply not mentioning to create huge employment. Plan 1 is a project of one stone for many birds.

A river generator can be installed in every 7 meters along irrigation canal with minimum water flow at 5 tons per second. 1 KM canal with slight slope at 0.3% can install 140 units of river flow generators at 15 KVA through 150 KVA each depending on water flow. 1 KM canal can equip 2 MW through 20 MW that 1,000 KM canal can install 2,000 MW through 20,000 MW.

In 1920’s Japanese engineer Yoichi Hatta built Wusanto Reservoir in Taiwan with irrigation canal 7,400 Km for rice farm of 145,000 hectares that could reap 3 times annual. Land, water and good weather are available in Nigeria that can develop farms of millions hectares with irrigation canals and river power plants. One hectare farm will produce rice 18 tons for 3 reaps annual.

Plan 1 can change Nigeria and Africa and benefit the global ecologically. USA and China compete in Nigeria and Africa very hard. China promoted railroads construction with loan at $6 billion dollars. IMF offered direct loan to governors at $3.2 billion dollars. I heard GE tried to involve in the railroads construction. Japan plans to invest $30 billion dollars in Africa. Employment, sufficient food and consistent power supply can support Nigeria to lead Africa nations to join the New Renaissance for global peace and sustainable development.

Dangote is an aggressive entrepreneur who might join us for Plan 1. He ranks 25 richest people and is nephew of my friend, Alh. Abdul Dantata. When I was in Nigeria, Abdul gave me his driver Alh. Uba who used to buy ice bars for young Aliko Dangote. Dongote cement can benefit since Plan 1 will need huge cement for river power plants and irrigation canal.

Dangote will donate generously if we can initiate Plan 1 with him and Nigeria president Buhari who is lack of convincing economy policy that a hot pot of food on fire becomes popular target of thieves. Buhari can use Nigerian agric bond to attract investors and complete Plan 1 if he can apply leverage properly. Global donors will support green energy industry in Nigeria if Buhari can show his determination. Good plan, advanced management and talent people will create hope and confidence for a nation and the world.

Plan 1 will attract $1 billion dollars donation and create annual revenue $10 trillion dollars in Africa. The core value of Plan 1 is by all means to prevent Africa from pollution and global warming like China and India. Eventually Plan 1 will attract investors to build river flow power plants with 700,000 MW globally that equal to 400 nuclear power plants. Irrigation canal will boom agric and housing communities synchronously that can develop new cities to attract investors and migrants for new economy in Nigeria and Africa.

European nations will collaborate to construct river power plants with irrigation canal for agric in Africa and in the Middle East to improve economy, ecology and peace. It can reduce refugees flooding into Europe like fleeces. Hopefully it will stop casualty drowned in the Mediterranean Sea.

Big waves attract great surfers. Great surfers can't attract big waves. Good leader can see the trend and keep right direction for delicate surf. I can see 4 trends are going to surge into big waves where we can approach for delicate surfs. New Renaissance will surge with ICT that can promote new platforms for communities, governments and public companies globally. The institution will rank as the 1st think tank in the world if leaders can find new trends of big waves and lead all teams to surf delicately.

Plan 2 is to reform China peacefully with 2 tactics that will turn China into a positive power for regional peace as well as free market for global enterprises. China market is still inaccessible to Facebook, media industry and many other sectors who are looking for tickets to China. They might join us if they learn our plan can benefit them hugely. Apple and Google have been tumbling in China from time to time. Donors from ICT industry and different sectors will donate $3 billion dollars for Plan 2 that will create $10 trillion dollars revenue annual.

Plan 2-1 is to reform China peacefully with platform of cloud conference in housing community management with direct democracy. It will support liberal leadership to emerge in China and open gate wider for global enterprises duly. How can we reform China into democracy when there is only one communist party? No matter one party or no party, residents in housing communities can use cloud conference to perform direct democracy that will create internal climate for liberal leadership.

Plan 2-2 is to mobilize people in global nations to carry out judiciary project in local courts and subvert the apex policy of China i.e. to occupy Taiwan. China has been lying that Taiwan is part of China and there is only one China. Most nations have tolerated Chinese lies for some benefit but lies can’t last forever when global people feel it is enough. Lie can’t never become the truth.

There are extreme groups against China in most nations. They can have suits in courts to win the verdict that Taiwan is not part of China and there are two China in the world. There is nothing wrong to have two China since there are two Congo and two Korea in UN. Nigeria is the only nation considers two China and accept Taiwan to register in the name of the Republic of China in Nigeria. The verdict surely will discredit leadership in Beijing and bring stronger impact than the South China Sea Arbitration has done. It will split leadership in Beijing and support emergence of liberal leadership.

Justice of speech is as important as freedom of speech. It is new trend in ICT century that human can solve global conflicts with judiciary power and public opinions instead of wars. Verdict of Plan 2-2 will become huge external power to shake dictatorship in Beijing that can collaborate with internal pressure from direct democracy in housing communities of Plan 2-1. Plan 2 will catalyze emergence of liberal leadership and lead China to join New Renaissance.

Plan 2 will reform China and North Korea with direct democracy and judiciary power peacefully that will attract $3 billion donation and create $10 trillion dollars revenue annual. Taiwan people can donate $1 billion dollars referring to Taiwan people donated $252 million dollars in 2011 for Japan tsunami.