David vs. Goliath
Joel Schettler,
Trainingmag,
May 02, 2003
More discussion of the potential - and in my view, likely - move of the enterprise software giants like SAP and PeopleSoft into the e-learning market. This article predicts that the powerhouse vendors will garb 25 percent of the LMS market by the end of 2004, most of it from their existing customer base. It's hard for LMS companies to compete with that, and hard to match their research dollars - topped by Saba at $3 million per year - with the resources amassed by companies such as SAP, which spends $200 million a quarter. "By late 2005, 50 percent of today's independent LMS vendors will cease to exist." Is that a bad thing? No - I've been telling people for the last couple of years to get out of this market. It's old technology. Those that listened, survive. Those that didn't, don't.
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