By eweek  |  Posted 2003-09-19 Print this article Print

.D. Edwards Support"> PeopleSoft has indicated that it plans to support three distinct application product lines and code bases since acquiring J.D. Edwards. How long will this support continue? Do you plan to merge the code bases at some point? It will continue forever. I dont know why people assumed, when we have separate product lines tuned and optimized for certain markets and both companies on their own were profitable, that we would merge our code bases. I dont understand that at all. When Ford bought Jaguar, they didnt merge their product lines into a single car. They still build and sell Jaguars. They just add Ford technology that can make them better. I dont know why people are saying that its a foregone conclusion that were going to merge our code bases. Its ridiculous.
Microsoft has two operating systems, NT and Windows. They serve different markets. Ones on the server, ones on the client. Theres no reason for them to merge the code bases into one. Toyota has a car division and a truck division. Its the same difference.
We are going to realize $200 million in cost synergies, so we ought to be able to improve our investments in all of our product lines. Does PeopleSoft have any interest in building or acquiring its own application server? Not at this time. We like to be agnostic in certain areas, and that tends to be a layer of the stack that customers want to have a choice in. Some of our competitors want to have the database, the application server, the Web server. That may be better for the vendor, but its not better for the customer. Look at Oracle, they dont support anything other than their own database. I think that the layers of the technology stack should be available for choice by the customers. But couldnt you offer that choice and acquire an application server company or build your own technology in this area? Especially if SAP AG offers its own application server? Were probably not going to extend into that area by acquisition, but I guess I would say never say never. As for SAP, at one time they had their own database. Theyve always tried to have a bit more of the stack than we have. There could be some good reasons for an enterprise application software company to get into that business. But I think thats a layer of the technology stack where there should be customer choices. Discuss this in the eWeek forum.


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