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SAPCRMBEARISHIn depth · 4/5

Middleware software layers face structural instability

The speakers argued that middleware software layers abstracting underlying enterprise applications are inherently unstable because core incumbents will expand horizontally rather than be commoditized.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
SAP: Middleware software layers face structural instability · Zortix