For GoodData, SaaS Changes The Channel Model Too

Last time I mentioned GoodData, it was in passing, as I discussed YouCalc and other SaaS BI players. In the ensuing year, many other toes have been dipped into the water. I sat down with GoodData CEO and founder Roman Stanek and Marketing VP Sam Boonin this week to catch up on how it’s all going, and from where they sit, the news seems to look pretty good. With 40 employees, 25 customers since last November, and a funding round from the likes of Marc Andreesen and Tim O’Reilly, GoodData seems to be off to a GoodStart. And now it has a new initiative: free analytics for other SaaS players to expand its presence. Read more of this post

Tibco Silver Spotfire – Social BI? Why Not?

Tibco, fresh from a Q2 with license revenue up 23% over last year’s, continuing a two year run of beating consensus earnings estimates, has stepped up and out ahead to pursue the long-coveted mid-market customers who don’t use BI but find that spreadsheets don’t do enough.  Tibco believes, like Microsoft, that many are social technology users: they have blogs and use other channels available to them, and they will build and share reports given the chance. So, says Tibco, here it is: building on the Silver cloud platform it’s had in beta for about a year, Tibco is introducing Silver Spotfire, with an offer tuned to the cloud user – a no-cost, no-obligation, no-risk 1-year trial of a Spotfire play in the cloud requiring no IT involvement. “All you need is a browser,” is the pitch, and this is not from a new company you don’t know, but an established  player with a sizable roster of enterprise BI customers. [Edit 8/27 - Tibco has put up a Wiki on "what is Social BI".] 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

Microsoft STB’s Cloud Vision: Rashomon in Reverse

By Charles King, Pund-IT, Inc.

On the surface, Akiro Kurosawa’s classic film Rashomon (based on the short story by Ryunosuke Akutagawa) qualifies as a conventional police procedural, set in 19th century Japan. While traveling to their home, a samurai and his wife are confronted by a bandit, who rapes the wife and murders the husband. But when the bandit is captured and tried for his crimes, the tale takes a psychological turn. The narratives of the event, as told by three living witnesses and the ghost of the samurai are not merely dissimilar; they are openly contradictory, thus forcing the other participants and the audience to determine who is lying, where the truth lies and why.

Modern day New Orleans, La. is 10,000 miles and 200+ years removed from 19th century Japan, but the story of Rashomon came to mind during Microsoft’s recent TechEd conference. During his opening keynote, Server and Tools Business (STB) President Bob Muglia offered conference attendees insights into the company’s vision of cloud computing, related products and services, and Microsoft’s long-term plans for the cloud. Up front, we were struck by the depth of the company’s efforts and the breadth of its goals; Microsoft doesn’t intend to simply be a player in cloud products and services but the leader in cloud-related development, strategy and solutions delivery. Read more of this post

Just a Glimpse of Windows Phone 7

Roger Kay examines Microsoft’s much-needed new smartphone OS play. I’m delighted to welcome Roger to the blog.

Next Iteration of Microsoft’s Mobile Platform Connects Well with Backend Services

The much-missing Microsoft mobile effort was on display for a brief flash — which you could easily have missed if you sneezed at the wrong moment — during Server & Tools chief Bob Muglia’s speech at TechEd in New Orleans last week.

In his defense, Muglia is a Server & Tools guy and mobile phones are pretty tangential to his main businesses.  But one couldn’t help noticing a scattered quality to his presentation.  He just had so many areas to cover — each of which easily deserved its own keynote, if not a separate conference — that he could only give them the most succinct treatment individually.  But what he did show of Windows Phone 7 indicates that the effort continues apace and we can expect to see a fairly interesting platform later this year.  Microsoft’s position in the on-fire smartphone category has been eroding in recent years, victim of Apple’s success with the iPhone and the arrival of Android as a viable alternative platform.  Elsewhere and later at the conference, other company executives announced new marketplace policies and highlighted the business value of Windows Phone 7 in 10 mobile sessions. Read more of this post

Is Microsoft the New Safe Harbor?

The following is a guest post from Ray Wang of Altimeter Group. I wrote a different title, but otherwise this is as it appears on his blog.

Clients Now See Microsoft As The Neutral Vendor, Hence All The Questions

Just less than 3 years ago, Microsoft was still perceived as part of the “evil” empire.  Business leaders worried about the complicated and expensive licensing and pricing structures.  IT leaders bemoaned the lock-in and proprietary and often buggy software.  But in a reversal of fortune, customers now worry about Google lock-in, fret over Oracle’s quest to dominate IT through M&A, wonder how hardware vendors will become software providers and vice versa, and remain in shock as Apple’s proprietary and closed approach over takes Microsoft’s market cap.

In conversations with 71 business and IT leaders, the perception on Microsoft has definitively shifted.  In fact, more than 74.6% (53/71) see Microsoft as the neutral and trusted supplier.  With an aging and retiring workforce that grew up on IBM and SAP, the next generation of IT leaders increasingly will exert their leadership and run to their comfort zone of Microsoft and Oracle.  (Note: Don’t expect this to last as the next generation of IT leadership comprises of millennials and digital natives who will try to move everything to open source and the cloud.)  Consequently, Microsoft’s technology offerings receive a renewed interest and reinvestment among customers, partners, and critical OEM’s.  Among this group, many are attending TechEd 2010 in New Orleans, LA.  Key questions they will be asking include: Read more of this post

EMC World 2010 and IT Vendor Evolution

From Charles King, Pund-IT, Inc.

IT vendor conferences offer a variety of amusements and educational opportunities, and EMC World 2010 was no exception. But the most interesting aspect of this year’s event focused on how things have changed for EMC during the past year. Consider this: EMC World 2009 kicked off with a keynote co-hosted by company President and CEO Joe Tucci and VMware President and CEO Paul Maritz, emphasizing the companies’ common vision of virtualization as the foundation for cloud computing. Last week in Boston, Tucci used his solo keynote to highlight EMC’s notion of private cloud computing as the rightful future of enterprise datacenters and discussed the partnerships EMC is pursuing to make that vision a reality. Read more of this post

SapphireNow Day Two – Pump It Up

Bill McDermott began the day for Orlando attendees of SapphireNow by demonstrating that there is no charisma deficit at SAP these days, and his co-CEO Jim Hagemann Snabe was right there behind him to make the case that commitment and strategy are not lacking either. They welcomed Sybase, hailed the new ByDesign release about to ship, and waved the sustainability flag high, leveraging their strong position there. Read more of this post

SapphireNow Day One – Getting Virtual Events Right, And More

I got some great messages today from people who enjoyed my tweets “from” SapphireNow in Orlando – although I wasn’t there. That’s a tribute – not to me; we’re only talking tweets, for goodness’ sake – to SAP for pulling off a two-continent, video-streaming, full-on collaborative event I was able to participate in meaningfully from my desk in California. There was substance, partner announcements, customer dialogue, and star keynoters. A good day, with the best ahead, if my pre-briefs are any indication; there’s more ahead. 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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