BEA is in a different business from Business Objects, but Oracle's move to expand itself further through another big acquisition only helps to validate SAP's decision to acquire Business Objects. It was the biggest deal in SAP's history and broke the vendor's tradition of not acquiring large companies.
SAP bought Business Objects for its technology, not its customers, Kagermann said Wednesday, although he sounded pleased about the new customers that SAP will gain.
"After you eliminate the joint customers, we'll have by far the largest installed customer base in the world. There will be probably more than 60,000 customers using one of our products," he said.
Asked about the BEA deal, Kagermann seemed reluctant to be drawn away from discussing SAP's own merger, but he did take a quick jab at his rival.
"So far we are competing very successfully in the market," he said. "I was a bit surprised [by the BEA acquisition] because Oracle has said they are the leading technology company, and now they are acquiring technology, which is interesting to me."
SAP Deputy CEO Leo Apotheker was more outspoken. "He has to pay more and more for less and less," he said after the press conference, referring to Oracle CEO Larry Ellison. BEA is "not really that big," he said.
Kagermann reiterated that SAP's strategy is to grow its core businesses -- applications and middleware -- organically, but it won't rule out another big acquisition to strengthen the company in a new market.
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