Could Microsoft exit the ERP business altogether?

ballmerIs it possible that we’ll see Microsoft sell out and exit the ERP accounting software business altogether? There are a number of signals, most recently today’s Bloomberg article that quotes Microsoft CFO Chris Liddell as saying the company is on a permanent diet and could ship some customer support positions to countries with lower personnel costs.

Of course that statement and one stinky quarter alone is not enough to draw a conclusion that the company’s Microsoft Dynamics, Navision and Axapta are on the chopping blocks.

A quarterly earnings report where the analyst revenue estimates were missed by over $1 billion is nothing to sneeze at. And judging from this article online in Bloomberg – the company expects to be making permanent changes that have in the past included cutting non-essential divisions. So the question is whether the ERP division could be on the blocks? Bloomberg