re: SAP Does The Cloud Revenue Shuffle
This is at least a mid-distance race, certainly not a sprint, for SAP. As long as they are prepared to continue to make best-of-breed SaaS acquisitions like SuccessFactors and Hybris, they will do fine over the long run. SAP has the cash, the channel, the services and the partners. If SAP, however, proves overly dogmatic about their own "platform" for SaaS, they will face the same difficulties Oracle faced trying to adapt "Fusion" applications from a previous generation architecture.
Goal #1 should be to ensure SAP responds to SaaS, and perhaps even takes a lead in SaaS in areas where customers have often feared to tread like F&A. If HANA is running in the background, fine, but that will not be the determining factor of whether SAP gets over the SaaS/cloud hump. They rode the Sybase acquisitions for mobility, why not acquisitions for SaaS?
Even though McDermott will ascend, there is more pressure on Vishal to guide SAP's products and technology to actively continue to address SMAC (social, mobile, analytics, cloud). McDermott doesn't have the same tech chops as Vishal, but Vishal doesn't have the same good cop/bad cop super sales management persona as McDermott. If they can avoid playing politics with each other too much, their respective individual strengths should prove successful in concert.