InfoSphere Streams Is A Game Changer

IBM has made it clear that InfoSphere Streams, the commercialized part of the System S research project that has been underway for some years, is a priority, and they are committing substantial investments to it.  In fact, the release was hurried a bit, as I noted in my (hopefully) humorous post about naming for complex event processing (CEP) and related technologies. At a major financial analyst meeting in May 2009, CEO Sam Palmisano called it out as an IBM opportunity, and Software Group honcho Steve Mills listed it as one of four themes within his topline Information Agenda message. That kind of push makes things happen.

I’ve seen skepticism about this from people I respect like Curt Monash (here and elsewhere), Neil Raden (here), and Peter Thomas (here), and it’s not surprising – there is much evangelism to be done here to establish the vision. What are the use cases? IBM is starting to describe then based on real, money-making engagements, and they will continue to.  Let’s look at a few things that will drive this technology into wider use.

  • The world is being instrumented.I hardly need to give you the numbers – they’re everywhere. It’s not just radio telescopes (although that’s cool) – it’s traffic cams. RFID tags. Trades on financial exchanges. Transactions on electronic consumer systems. And that’s only the beginning. There is a class of information for which the right answer is not “let’s put it into a box and then look at it.” Michael Stonebraker, a seminal thinker and innovator in database, said as much when he started StreamBase a few years ago, and that firm’s lack of breakthrough success so far only indicates to me that they were a bit ahead of the market need. We are deploying more instruments streaming data all the time, and that will only accelerate.
  • Early use cases have proved out. Admittedly, some are still rocket science, but in the financial industry (where StreamBase is doing most of its business) the notion that one might usefully filter and react to things as they go by, without building a place to keep them first – or at all – makes sense. And in everyday monitoring-based use, who cares about last month’s traffic patterns, or the shipping record for that package last month? Somebody does – but not for every application we’ll associate with that business activity. And certainly not for all the interesting ones.
  • Tools are emerging.There are SQL-based approaches, including the work being done at SQLStream with standards, and IBM has introduced an Eclipse-based IDE, with its language called Stream Processing Application Declarative Engine (SPADE), that includes visual metaphors that are lightyears away from the thorny approaches of the earliest uses. And with rules engines and decision automation climbing executive wish lists, the combinations could be compelling. Object-oriented databases were a zero-billion dollar market and always will be, because only scientists used them, and they weren’t moving toward mainstream use. That is simply not the case here.
  • Complementary technologies are available.IBM is coupling InfoSphere Streams with their recently acquired SolidDB in-memory database for some classes of applications. They and other vendors have fashioned adapters to simplify connections to existing industry-standard streams of information in finance, logistics and healthcare, again, shortening the time to deliver something meaningful. And more streaming standards will emerge.
  • Expertise will drive proliferation.Complex software is everywhere, and it creates employment opportunities for SIs. Who has one of the biggest such organizations? IBM. Who has demonstrated world-class capability to replicate hardened IP based on engagements they’ve done a few times? Ditto. As the flywheel picks up speed, watch out.

So, if you think I’m succumbing to the hype, so be it. I believe that we are at the beginning of a new class of applications that will be as fundamentally different from database-based ones as those were from the kind that made single passes of files in the early days of punch-card systems. As each new level of abstraction emerges, we think differently about the world, and the art of the possible. If a baseball player had to compute angles and speeds and gravity and wind and the weight of his bat before swinging, how many hits would he get? And yet, without storing data and doing queries against it, he responds to events with flashes of partial data, context, and some rules, and knocks it out of the park sometimes. Oh, and misses sometimes too. (Raden, that sports analogy was for you.) But that just means we factor that into our thinking about what we try to accomplish, and what’s at stake.

Stream-based computing will change the world, and the power of IBM’s engine will be a big accelerator of the change. Technology, marketing, sales, services add up. Steve Mills’ organization provided 43% of IBM’s profit in 2008, and his belief that, as he has told me, “our investments position IBM to do things nobody else can do” is spot on. Mills told the financial analysts at the May 13 meeting that he is focused on “better optimization of the business decision process and becoming more predictive.”  Elaborating on that, he spoke about  federation, pattern recognition and prediction – with streams as a key enabler. This is visionary, and in sync with the “Smarter Planet” theme, so it will be relentlessly sold at the highest levels of the world business community. IBM changes markets. What’s come so far has been prologue. Change is gonna come.

About Merv Adrian
Gartner Research VP, technology analyst and consultant, 30 years of industry experience, covering software mostly, hardware sometimes.

8 Responses to InfoSphere Streams Is A Game Changer

  1. Pingback: Neil Raden on sporting analogies and IBM System S – Intelligent Enterprise « Peter Thomas – Award-winning Business Intelligence and Cultural Transformation Expert

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  3. Paul Vincent says:

    Hi Merv – interesting commentary, and mostly on the button.

    FYI:
    “SQL-based approaches, including the work being done at SQLStream with standards” (under Tools are Emerging… ) — Note no vendor has started the “standards process” rolling for event processing SQL (eg for continuous queries on event streams and data). Some early work by Streambase and Oracle has not progressed it seems. [Disclosure: We at TIBCO are involved in production rule standards (OMG PRR and W3C RIF) which are also used in CEP, but that is not the same as an SQL standard, by any measurement.]

    “Stream-based computing will change the world, and the power of IBM’s engine will be a big accelerator of the change” — It is surely more likely that the more ubiquitous, less expensive, applications will be the world-changers, not those running on a Blue Gene supercomputer – think smart-grid, intelligent traffic-control, event-aware CRM systems, healthcare monitoring systems etc that will make a difference.

    Cheers

  4. Merv Adrian says:

    Great input, Paul- thank you! I was less clear than I like to be in the sentence you mention – I didn’t mean to imply that a formal standards process was in play – we all know how long that will take. To clarify, I meant that the SQLstream folks are attempting to work on extending the existing standards – and said it badly in retrosoect. The blog process sometimes is a little too quick, I guess.
    On your second point, I agree wholeheartedly with your point, but mine still stands. The power of IBM’s engine – in context, I was talking about their sales and marketing juggernaut and massive installed base – will, I believe, raise awareness and drive earlier adoption of thenew paradigm. There will be plenty of room for others to play; the rising tide will lift all boats.
    Finally, I hope we get to chat soon about what Tibco is up to. You have quite a formidable base and technology engine of your own over there.

  5. Paul Vincent says:

    Thanks Merv: I think you’ll find that every CEP (ESP) vendor using SQL-based approaches are “extending an existing standard”! [Caveat: in TIBCO's case we are actually extending OQL rather than SQL, although of course OQL is derived from SQL... Also your comparisons with the OODB market caused a wry smile 'cos that's effectively what we include in our CEP tool as an event store!].

    I do agree on the latter point, for sure, IBM adding another CEP tool (and Microsoft entering the market) will surely increase adoption.

    Cheers!

  6. Zoalord says:

    Hi paul. About your comment

    “It is surely more likely that the more ubiquitous, less expensive, applications will be the world-changers, not those running on a Blue Gene supercomputer”

    It most surely will run on a cluster since moving data at a faster rate is one of its prime targets. Analysis on this Gigabit stream needs to keep up as it cant fall behind. Fast execution system is a pre-req for System S if you ask me.

    Merv, i think when u said

    “stream-based computing will change the world, and the power of IBM’s engine will be a big accelerator of the change”

    I take it as the powerful compute capacity of the cell blades in IBM’s armory rather than the marketing dept etc…

  7. Merv Adrian says:

    Zoalord, thanks for the comment. I mean both – it has to work, and you’re right that IBM brings a lot of tech to the game (although there are other players.) But the marketing piece is not to be ignored – big firms with the resources to go for it will do so because IBM will convince them it will be a game changer. And it will, to the benefit of IBM and the other players as well.

  8. Pingback: Will AEP Replace RDBMS? A Dialogue With Charles Brett « Merv's Market Strategies for IT Suppliers

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