I don’t think the management folks at Sybase yet recognize what the SAP ecosystem is going to do to them. I work closely with the SAP enterprise mobility ecosystem. The majority of these companies are going to want to partner with Sybase so they can support SAP’s roadmap and strategy. Read SAP’s Mobility Partners After SAP’s Acquisition of Sybase, Part 1 for more information on this subject. These companies have their own customer bases and are actively recruiting more business. This is going to drive a significant amount of new business to Sybase. It is going to require growth at Sybase.
Sybase has been an R&D company for so many years, and has built their reputation around cost cutting and running lean and profitable. The SAP acquisition and backlog of customer demand for mobile solutions will demand an uncomfortable level of growth at Sybase or SAP in the mobility area. I hope they recognize and address this fact. This is not the time to hold growth back and squeeze out every penny of profit. This is the time to address the demand, capture the market and close business.
My friends at Sybase cannot continue to work at the current pace. Someone at SAP/Sybase is going to have to start hiring or repurposing more mobility folks or SAP customers will suffer.