SAP Market, it’s revenue trends and outlook

SAP is clearly winning… Rolling 4 Quarters as of Q4 2007E based on Application Revenues

Gartner estimates the SAP Transformation market at $24 billion globally We estimate the addressable market as $16.1 billion SAP Service Market Size

SAP Service Revenue by Vertical Chemicals 669 Mills 419 Oil & Gas 1258 Mining 419 Aerospace & 837 Defence Automotive 1005 Engineering & 335 Construction Hi Tech 837 Industrial Machinery 335 Media554 Logistics370 Postal 369 Railroads360 Telecomms554 Utilities 1107 Professional Services369 Consumer 1103 Products Retail 413 Wholesale 689 Distribution Life Sciences 551 Healthcare 246 Higher 370 Education Public 1109 Sector Defence & 739 Security Insurance 731 Banking 313 Services 3691 Discrete 3349 Process 2795 Consumer 2757 Public Sector 2474 Financial Services 1044 And by industry?

SAP Services Revenue by geography TOTAL: $16.1bn NA- $5746 UK/F/G - $4890 EME - $798 Sou. EU - $774 S. Am - $737 Jap - $737 Scan - $516 APAC - $491 Africa - $368 Aus/NZ - $368 Cen. EU - $307 China - $246 Russia - $123 Total: $16,100

SAP Skills: Staying Ahead of the Curve – Functional Consultants  Bread butter areas still widely required: Financials, Human Capital, Business Intelligence, Customer Relationship Management  Convergence of functional and technical skills Business processes knowledge and web-enabled functionality  Configuration skills becomes less important Advent of Services Oriented Architecture Source: SAP Jobs of the future, Jon Reed, 30 May 2007

SAP Skills: Staying Ahead of the Curve – Technical Consultant  ABAP and JAVA-based Skills are the fundamentals  Custom Development dramatically reduced Visual Composer Source: SAP Jobs of the future, Jon Reed, 30 May 2007

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