Two of the enterprise software sector's largest players, Oracle and SAP, have become more like services companies than software vendors, writes InformationWeek's Bob Evans. Less than a third of Oracle's reported revenue in the past four quarters was from selling new software, while about 70 percent of its revenue came from services. At SAP, about 24.4 percent of revenue in 2009 came from software, and the rest from services. 

Evans writes that the revenue numbers suggest that massive enterprise software purchases are largely a thing of the past. He cautions that the changes that Oracle and SAP have undergone will have an impact on their relationships with CIOs. Evans offers several ways that enterprise customers might find opportunities in the transformations at Oracle and SAP: There may be more chances to "co-create" products with the vendors, gain valuable insight from their massive databases, and learn best practices and other industry knowledge from them.

For more:
- see Bob Evan's article at InformationWeek

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