The battle over Retek is just the beginning. Analysts predict that the competition between Oracle and SAP is entering a new playing field: vertical markets. With most of the horizontal game already established, acquiring vertical channels will be essential to remaining a key player. Potential targets for either SAP or Oracle include Siebel and Lawson.
Martin Schneider, an analysts with the 451 group stated “For SAP, Lawson would be a major win because, instead of just one vertical with Retek, they would acquire three: health care, government, retail.” read article.