'Co-opetition' is the new word invented to describe the new relationship between Microsoft and SAP. And certainly in the portal space, there are a number of joint projects that have been initiated. Have a look at http://www.microsoft-sap.com for more info on the relationship Microsoft-SAP. Mendocino is of course a good sample. The following recent article by Jim Murphy is good reading when interested in the Microsoft-SAP interoperability.