Joshua Greenbum has a detailed post on Infor post thier analyst meet, also found a piece by AMR analyst Jim Shepherd titled "Infor: The $2B Enterprise Application Company You've Never Heard Of"...Below are interesting excerpts from both:

1. Infor is the third largest enterprise application vendor, Who grew revenue by more than 300% in the past year & has more enterprise application customers than SAP and Oracle combined.

2. Infor is a relatively new player in the enterprise applications club, but Jim Schaper has assembled a very experienced team of software professionals. In addition to its internal staff, Infor is also benefiting from the acumen and enormous resources of Golden Gate Capital, which has become the premiere private equity firm in the software business.

3. Infor began with a team of software industry veterans and private equity firms that recognized the bursting of the Internet bubble and the recession created an opportunity to assemble a new kind of application
business.

4. Infor and its major investor, Golden Gate Capital, have made an unprecedented string of acquisitions that have taken the company from startup to more than $2B in revenue in just four years.

5. its original concept of assembling products for specific vertical industries, size segments, and geographies. It is also happy to sell either broad integrated suites or niche products into its own customer base or anyone else's.

6. Infor now has 70,000 application customers, and most of them didn't even buy their products from the company. This means that there is a tremendous amount of interest in what Infor's strategy and policies will be regarding customers and products.

7. Infor is the roll-up of all roll-ups, having bought SSA Global earlier this year and effectively become the home for the aforementioned 50+ applications (the final number would have to be at least 70)

8. This is a company that is actively pursuing a SOA strategy, with the hope that it will allow customers to plug and play functionality from its few dozen best applications in a future web-services environment.Infor's SOA strategy makes Oracle's little problem with fusiing its relatively small product line look like child's play.

9. Maintenance revenue - 46 %, license revenues come in at a solid 25 percent of the total. And the net new customers are coming in at a run rate that could total 2000 per year in 2007: the latest quarter logged 368 net new customers alone.

10. "What's the exit strategy?" Mr. Schaper answered it before we were able to ask it. The expectation is that at some point Infor will go public via an IPO, although the timing is still uncertain.(2008 hinted)

Source: 1, 2

Prashanth Rai