Ultimately what these companies need to do, whether combined or alone, is fend off creeping market share from SAP, ... and it's probably easier for them to do that combined.

There are definitely earnings fears creeping in the market,

We recognize that we have to become better at recapturing our market share. Liquor companies are doing a good job at targeting beer drinkers and beer-drinking occasions. So we know who the enemy is and we have to do something about it.

For the combined Mainland China, Hong Kong and Taiwan markets, we now have an estimated device market share of well over 30%.

In essence, these companies have gone (in past) for revenue rather than market-share stability.

Forecasting where inventory should be in field is new to SAP.