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| | Shai Agassi's passion -- NetWeaver |
 | | Or if you look at Oracle, they have a platform and applications, but they are not built one on top of another, so you don't get the benefit of TCO that comes from putting the two together. |
 | | And when you are done, you have a portal that runs your CRM information in a portal, and your ERP in a portal, and your users have been moved into NetWeaver, and everything is ready to go. |
 | | NetWeaver arrives at a time when people are saying, 'We have no money.' And you're talking about a long-term investment, a strategy that pays off after an initial purchase. |
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