'Business software leaders Oracle and SAP face a number of fast-growing young rivals, but privately held Infor deserves a prominent place among the competition,' reports Investor's Business Daily.
' "While many investors point to Salesforce.com and Workday as posing the biggest competitive threats to Oracle and SAP, the reality is that Infor ... is an underappreciated competitor that's taking share in the core," ' a June 4 article cites Peter Goldmacher, an analyst for Cowen and Co., in a recent research report.
Reporter Pete Barlas talked to several analysts for the article, headlined 'Infor Seen Emerging as Tough Rival to Oracle and SAP':
'The company has deftly used a combination of competitive prices, easy-to-use software and the option of cloud computing to carve a niche, Goldmacher told IBD: "When they are writing software, they are writing it for specific functions, whereas Oracle and SAP have more generic software, and you customize it to fit a specific function. Infor is going after specific verticals, and it is cheaper."
'Infor develops software for specific parts of broad industries such as hospitality, health care, financial services and retail, said Christine Dover, an analyst for market tracker IDC: "They are building ... verticals within verticals, and that is what SAP and Oracle don't really do." '