Microsoft’s New CEO – What’s Next for Microsoft?

In the most profound change of leadership in Microsoft’s history, Satya Nadella, who was head of the Cloud and Enterprise division,  has taken the helm, succeeding Steve Ballmer. Nadella’s “insider” understanding of Microsoft’s culture and his effectiveness in cross-team communication and collaboration could help him reshape Microsoft for the digital era — which will be key for the company to attain the visionary technical leadership to which it aspires.

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The Appalling Ratio of US CEO/Worker Pay

My colleague Darryl Carlton and I recently discussed the obscene ratio between CEO pay and average worker pay in the US. And this IS about the US – we are supporting an astonishing gap compared to the rest of the world, and high tech vendors like Oracle are not the only ones at the top of the list – Larry Ellison comes in only number 4 on this Bloomberg list, pulling down 1,287 times what an average Oracle worker (not impoverished at nearly $75K per year) collects.

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Amazon Redshift Disrupts DW Economics – But Nothing Comes Without Costs

At its first re:Invent conference in Late November, Amazon announced Redshift, a new managed service for data warehousing. Amazon also offered details and customer examples that made AWS’  steady inroads toward enterprise, mainstream application acceptance very visible.

Redshift is made available via MPP nodes of 2TB (XL) or 16TB (8XL), running Paraccel’s high-performance columnar, compressed DBMS, scaling to 100 8XL nodes, or 1.6PB of compressed data. XL nodes have 2 virtual cores, with 15GB of memory, while 8XL nodes have 16 virtual cores and 120 GB of memory and operate on 10Gigabit ethernet.

Reserved pricing (the more likely scenario, involving a commitment of 1 year or 3 years) is set at “under $1000 per TB per year” for a 3 year commitment, combining upfront and hourly charges. Continuous, automated backup for up to 100% of the provisioned storage is free. Amazon does not charge for data transfer into or out of the data clusters. Network connections, of course, are not free  - see Doug Henschen’s Information Week story for details.

This is a dramatic thrust in pricing, but it does not come without giving up some things.

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Living in the Present is SO Yesterday

It’s an occupational hazard of living in the future that analysts can begin to ignore the present – unless we make it a practice to seek it out. Here in the Valley, that can be difficult, when being a week behind the latest version of something the rest of the world hasn’t heard of yet equates to being a luddite. That can lead to AADD (analyst attention deficit disorder.) Read more of this post

Decoding BI Market Share Numbers – Play Sudoku With Analysts

In a recent post I discussed Oracle’s market share in BI, based on a press-published chart taken from IDC data – showing Oracle coming in second. As often happens in such discussions, I got quite a few direct emails and twitter messages – some in no uncertain terms – about why the particular metric I chose was not sufficiently nuanced or representative of the true picture. I freely admit: that’s true. In general, market observers know Oracle is not typically placed second overall – but the picture is more complex than a single ranking. My point was, and is, that it’s too easy to slip into a “who’s on top” mentality that obscures true market dynamics. In this post, I’ll dig a bit deeper, and describe what different approaches or categorizations show us – and what they don’t. Finally I’ll talk about how much this matters – and to whom. Read more of this post

Oracle Sets Sights on BI Leadership. Has it Picked the Right Target?

Oracle is not first in BI, and wants to change that – that was the clear message of a well executed, multi-site “real plus virtual” event with top executives showing off the result of a multi-year effort to rationalize and integrate a set of leading but overlapping components into a seamless suite. Oracle Business Intelligence Enterprise Edition 11g (OBIEE) deserves the accolades it has already received from analysts who welcomed its announcement – it makes bold and serious bets on effective centralized metadata administration, data integration/ unification and optimized analytic architecture, collaboration, globalization, mobile device support, and a powerful link to action that will be most effective (unsurprisingly) with its own business applications. While it misses some pieces – fully integrated in-memory processing, SaaS and cloud support among them – these will be forthcoming, and Oracle is clearly committed to a quicker release cycle now that the thorny internal politics around legacy products seem to be resolved. But its competitive focus may be misdirected; while SAP is still ahead in market share, IBM is the bigger threat in the marketplace.

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IBM Shows Broad Mobile Portfolio at Largest Lab

IBM employs 45,000 software engineers worldwide, and like all large firms, has been greatly expanding its overseas contingent, leading some in the US to complain that not enough is being done “back home.” In mid-June, IBM provided an answer with the opening of a new lab facility in the Boston suburb of Littleton, Massachusetts, one of 70 IBM Software Labs around the globe, and its largest in North America.  It has “more square footage than Boston’s Fenway Park or the TD Garden,” IBM noted, and employs fully 10% of the firm’s software engineers. Since 2003, IBM said, it has acquired 14 Massachusetts-based companies, partnered with more than 100 VC-backed small firms, and has more than 1,600 business partners in New England. This investment was not lost on the Deval Patrick, Governor of Massachusetts, who joined IBM SVP and Group Executive Steve Mills for the lab opening and ribbon-cutting ceremony. In a bid to demonstrate the breadth of his portfolio, Mills assembled the heads of several of his software brands to discuss mobility, a primary focus of the Littleton lab. Read more of this post

Disclosure Policy

Transparency has been a frequent topic in the independent analyst circles I travel in.  Below is a statement of my policy. In addition to this post, I’ve added it as a “Page” as WordPress calls them, so it will always be available in the heading of the blog, where it will have a current list of clients that can easily be referred to. Read more of this post

EMC Buys Greenplum – Big Data Realignment Continues

EMC’s acquisition of Greenplum, announced today as a cash transaction, reaffirms the obvious: the Big Data tsunami upends conventional wisdom. It has already reshaped the market, spawning the most ferment in the RDBMS (and non-R DBMS via the noSQL players) space in years. When I first posted on Greenplum over a year ago, I said that

Open source + capital has created an intriguing new model of rapid innovation in “mature” markets, and the database space - like BI – is not a done deal. It is indeed possible to escape the gravity well, if you execute. Greenplum is getting it done, and is among the new stars to watch.”

Why the open source reference? Greenplum uses a parallelization layer atop PostgreSQL (like Aster, another of the new breed of ADBMS.)

Now EMC has written the next chapter in that story. In the process, it adds a new piece (after literally dozens of others in the past few years) to its own portfolio, which already includes unstructured data (via Documentum) and virtualization (via VMWare), layered in among the industry-leading storage and information management pieces. Disruptive? You bet. Is EMC finished? I doubt it. Candidates? BI tools, ETL, MDM, data integration come to mind. Losers? At least one big one. Read on. Read more of this post

The Mainframe Skills Shortage Urban Myth

Contributed by Joe Clabby (www.clabbyanalytics.com)

In this CounterOpinion, we challenge the advice and opinions of the Gartner Group, a well-known and highly respected IT research and analysis firm, on the subject of IBM System z (mainframe) migration. In March, 2007, Gartner put forward research suggesting that, due to the aging of the current generation of System z managers, mainframe customers might someday find themselves short of the skilled labor they need to manage their systems.  As a result, Gartner recommended that organizations might want to consider moving from mainframes to other, “more modern” platforms. (This opinion is still available on the company’s web site — search for the “Impact of Generational IT Skill Shift on Legacy Applications” [document ID number: G00146492]). Since that first report, Gartner has published other reports suggesting that enterprises reevaluate their application portfolios — and move various applications to (again) “more modern” platforms. (Note: Gartner never quite articulates which more modern platforms it is talking about…).

Clabby Analytics has two major issues with Gartner’s perspective and advice:

  1. Where is the proof that there has been/will be a major decline in mainframe skills that should cause IT executives to abandon their mainframe platforms? And,
  2. Which “more modern” platform(s) does Gartner have in mind? Read more of this post
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