Sybase Database Value to SAP – Long Term and Short

It’s not what you think – the hidden jewel for the near term may just be SQL Anywhere. Read on. Disclosure: I worked at Sybase in the last millennium, when it hit the wall at $1B the first time and bounced. Over the next few years, Oracle dramatically outdistanced itself, in large part, as it turned out, because of the massive opportunity presented by SAP. Thousands of huge installs atop the Oracle DBMS, and not one with Sybase. Why? Because of a technology disagreement. SAP wanted row-level locking. Sybase’s answer: “Let us tell you why you’re wrong to want it.” Leaving aside the lesson to be learned from that one, let’s talk about how much the newly acquired Sybase database portfolio does for SAP. I’m leaving the best for last, because all the chatter has been about ASE and IQ, but read to the end.

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SAP – Sybase: Synergies? Suspect So.

SAP announced today that it will acquire Sybase for $65.00 per share, representing an enterprise value of approximately $5.8 billion. The announcement says that “customers will be able to better harness today’s explosion of data and deliver information and insight in real time to business consumers wherever they work so they can make faster, more informed decisions.” But the vision goes beyond that: the combined companies will be able to deliver the ability to act on those decisions, anywhere. The combination of SAP’s substantial share of its customers’ transactional systems with Sybase’s mobile expertise in messaging and application development tools for mobile devices affords extraordinary opportunities that are not lost on management. Following the public press event, I chatted with Vishal Sikka, SAP’s CTO, and Dr. Raj Nathan, EVP and CMO of Sybase. We covered some of the opportunities on the table and SAP’s plans for its new assets. Read more of this post

IBM Gets Feisty — Mobilizes Analytics for Oracle Battle

In July 2009, IBM announced the Smart Analytics System 7600, a workload-optimized, pre-integrated bundle of hardware and software targeted at the business analytics market. Included in that package are an IBM POWER 550 running AIX, storage, plus InfoSphere Warehouse Enterprise Edition (which consists of DB2, Warehouse design and management tools + Cubing, Data Mining and Text Analytics services), and Cognos 8 Business Intelligence, configured and tuned, and “health check” features. Accommodations are made if the customer already has licensed some of the software and wants to use it on the platform; in this sense, the software is described as “optional.” This month, IBM broadened the story and upped the ante, making Smart Analytics System a key weapon in its widening battle with Oracle.

This post is a slightly updated version of a piece that appeared in the PUND-IT newsletter. Read more of this post

New TPC-H Record – Virtualized by ParAccel, VMware

You can set performance records in a virtualized environment – that’s the message of the new 1 Tb TPC-H benchmark record (scroll down to see the 1Tb results) just released by ParAccel and VMware. Running on VMware’s vSphere 4, the ParAccel Analytic Database (PADB) delivered a one-two punch: not only the top performance number for a 1 terabyte (TB) benchmark, but the top price-performance number as well. The results in a nutshell: 1,316,882 Composite Queries per Hour (QphH), a price/performance of 70 cents/QphH, and a data load rate of over 3.5 TBs per hour. ParAccel moved quickly to promote the result; oddly, VMware seems to have been asleep at the switch, with no promotion on its site as the release hit the wires, and a bland quote from a partner exec in the release itself.

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Oracle Ups EPM Ante

After a 2 year wait, Oracle is rolling out some fruits of its daunting integration efforts in enterprise performance applications. New suite bundles, an Essbase connector and Hyperion uplift are highlights of its Enterprise Performance Management (EPM) 11.1.2 release. The numbering scheme, evidently constrained by the overall Oracle level 11 nomenclature, drove the understated “11.1.2” moniker, but make no mistake, this is a major thrust – delivered in 15 languages and with a new focus on role-based thinking. The task-specific and vertical themes that dominate developments in enterprise applications were on display here as Oracle delivered Financial Close Management, Disclosure Management, and Public Sector Planning and Budgeting applications atop the Fusion Middleware platform that is the basis for further product portfolio integration in the quarters ahead. The architectural value of the Business Intelligence Foundation here cannot be overstated; Oracle is delivering on a well-thought-out model that facilitates a steady growth in product opportunities that will drive incremental revenues. Read more of this post

Tableau Breaks Out With Advanced Visualization

When I last spoke to business analytics vendor Tableau Software in April 2009, the company had run off a string of uninterrupted growth. In a  challenging 2009, Tableau continued to grow, and in our most recent conversation the team was upbeat. Q1 was looking very good, and the company has over 4000 named accounts now. Its revenue  growth was about 50% overall at the end of the year, and direct sales are growing faster than indirect as its sales model shifts with increased visibility. Tableau is among the leaders of the new advanced visualization players, and the battle is heating up. Read more of this post

SAP Signals Changes At Insider Event – Vaguely

SAP took the wraps off planned updates to its data warehousing, data integration and on-demand BI plans a bit at the  SAP Insider BI and Portals event in Orlando in late March. There were some modest surprises: the unexpected absence of Marge Breya, who was in Walldorf apparently getting a broader set of responsibilities (a week later, still no official word about that); a delay in the release schedule and changed naming of the next Business Warehouse release; and a strong (and thus encouraging) Data Services message that reaffirmed Business Objects openness. Read more of this post

Does Informatica get a place at the head table?

From  Judith Hurwitz, president, Hurwitz & Associates (http://jshurwitz.wordpress.com).

Informatica might be thought of as the last independent data management company standing. In fact, that used to be Informatica’s main positioning in the market. That has begun to change over the last few years as Informatica can continued to make strategic acquisitions. Over the past two years Informatica has purchased five companies  — the most recent was Siperian, a significant player in Master Data Management solutions. These acquisitions have paid off. Today Informatica has past the $500 million revenue mark with about 4,000 customers. It has deepened its strategic partnerships with HP, Ascenture, salesforce.com, and MicroStrategy.  In a nutshell, Informatica has made the transition from a focus on ETL (Extract, Transform, Load) tools to support data warehouses to a company focused broadly on managing information. Merv Adrian did a great job of providing context for Informatica’s strategy and acquisitions. To transition itself in the market, Informatica has set its sights on data service management — a culmination of data integration, master data management and data transformation, predictive analytics in a holistic manner across departments, divisions, and business partners. Read more of this post

Want Broader BI Usage? Crystal Reports Founders Offer Indicee

Mark Cunningham has reunited some of the team that built Crystal Reports (now part of SAP Business Objects) and launched Indicee, a SaaS-based BI reporting play that is pointed squarely at the continuing difficulty of extending BI beyond its seemingly permanent minority usage model.

It’s commonly understood that users continue to fend for themselves manually, moving data to spreadsheets for analytic manipulation because IT is unable to respond quickly enough to their needs. Indicee tackles this by re-using existing report and spreadsheet content (not surprisingly, Crystal reports lead the source list), moving it to the cloud for data mart-based interaction, and innovating a different approach to user interaction. It’s worth a look, and a free download for trial use sweetens the deal. Read more of this post

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