Why analysts don’t know what’s going on in SA

When I read analyst reviews of what’s going on in various markets, I often get the feeling that none of it applies to South Africa. Now I understand why.

In a recent AMR note about Oracle in Africa and the Middle East, Bruce Richardson made the telling comment that AMR hadn’t visited SA in 11 years.

11 years ago I was the Alliance Manager at Digital Equipment SA responsible for, among others, 10 ERP players. In the hardware vendor market, there were at least twice as many players as there are now. In South Africa, we still had Nelson Mandela as president, and there had been only one open general election. The local IT environment had developed significantly, and we aren’t so dominated by international players.

Shame on you AMR. South Africa has changed hugely in 11 years, and you haven’t even bothered to update yourselves.

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