Oracle Hardware – No, The News is Not Good. (Yet.)

As an information management software analyst, I don’t spend a great deal of time looking at hardware, but when I look for a more holistic view, I occasionally check in with Gartner colleagues. Recently I had a few questions about Oracle’s hardware mix during inquiries, so I decided to check in with my colleague Errol Rasit about Gartner Quarterly Market Statistics, and find out how the hardware recovery I keep hearing about was going.  What I discovered surprised me, especially in light of the messages I hear from the vendor.

There is no “recovery.” It appears that the picture remains rather bleak, especially on the SPARC side.

— more on my Gartner blog —

Prediction Is Hard – Especially About the Future

OK, I admit it – I stole the title from a much smarter man. I thought that man was Yogi Berra, but maybe not – more about that at the end of this post.

Every year, Gartner issues a series of Predicts documents. This year I had the pleasure of doing one for my team on Information Infrastructure Technology. Now, I’m a software guy, and the team I’m on is all software people, so a document assigned to our team would typically be about – well, information software technology. But that would have missed the point rather dramatically, so I connected with a few colleagues and got their OK to use some of their predictions in the small set any document can include.

— more on Gartner blog —

Microsoft’s Product Positions – Positive Progress

In September, I posted Microsoft’s Portfolio – a Formidable Mix, with a perspective on several dozen Magic Quadrants that feature Microsoft offerings. As Gartner’s Vendor Lead, I’m a mandatory peer reviewer for those and other documents. For my own edification, I decide to map the Magic Quadrants that feature Microsoft onto a quadrant-style picture that shows where Microsoft appears in that piece of research. The results are updated in this post and I’ve made a few changes. I’ve bolded the MQs published since July, and noted any changes in quadrant they appear in with arrows.

—more on Gartner blog—

 

Hadoop Deployments – Slow to Grow So Far

How have Hadoop deployments grown this year? Slowly.

Here’s a little anecdata for you:

During 2014, my colleague Nick Heudecker and I conducted quarterly webinars on the State of Hadoop, and in the Q2, Q3 and Q4 sessions we asked our (steadily growing) audience about their deployments via online polls. These results should not be considered definitive (they’re unqualified – though attendees do have to jump through a hoop or two to attend, we don’t keep extensive firmographics, titles, etc.)

See the data on my Gartner blog here.

Hortonworks IPO – Why Now?

Last week, many observers were surprised when Hortonworks’ S1 for an initial public offering (IPO) was filed. And there are good reasons to be surprised. Why now? CEO Rob Bearden told VentureWire not long ago that he expected to exit 2014 “at a strong $100 million run rate” in preparation for a 2015 IPO. What changed? Perhaps one answer to that question might be answered by asking another question: for whom?

— for more, see my Gartner blog post

Strata Spark Tsunami – Hadoop World, Part One

New York’s Javits Center is a cavernous triumph of form over function. Giant empty spaces were everywhere at this year’s empty-though-sold-out Strata/Hadoop World, but the strangely-numbered, hard to find, typically inadequately-sized rooms were packed. Some redesign will be needed next year, because the event was huge in impact and demand will only grow. A few of those big tent pavilions you see at Oracle Open World or Dreamforce would drop into the giant halls without a trace – I’d expect to see some next year to make some usable space available.

So much happened, I’ll post a couple of pieces here. Last year’s news was all about promises: Hadoop 2.0 brought the promise of YARN enabling new kinds of processing, and there was promise in the multiple emerging SQL-on-HDFS plays. The Hadoop community was clearly ready to crown a new hype king for 2014.

This year, all that noise had jumped the Spark.

– This post is continued on my Gartner blog –

Satya Nadella on Mobility: It’s Personal

At Garner Symposium, Drue Reeves and I had the opportunity to interview Microsoft CEO Satya Nadella. Here’s a brief clip from the closing. I’m summarizing and Satya, passionate as he was throughout the conversation, lays out his vision about mobility that crosses the personal and professional: mobility of the individual and the app experiences. “Have my work and life wherever – that’s the true form of mobility.”

 

Microsoft’s Portfolio – A Formidable Mix

For the past few months, I’ve been Gartner’s Vendor Lead for Microsoft. For some 30 vendors, we assign a single analyst to act as a focal point for coordinating across the 1000 analysts we have when research covers that vendor.

In Microsoft’s case, that has proven to be fascinating – we have some 3 dozen Magic Quadrants alone that have been published about their offerings in the last 15 months or so. As Vendor Lead, I’m a mandatory peer reviewer for those and other documents. For my own edification, I decide to map the Magic Quadrants that feature Microsoft onto a quadrant that shows where Microsoft appears in that piece of research. The results are intriguing.

more

 

 

Hadoop Investments Continue: Teradata, HP Jockey For Position

Interest from the leading players continues to drive investment in the Hadoop marketplace. This week Teradata made two acquisitions – Revelytix and Hadapt – that enrich its already sophisticated big data portfolio, while HP made a $50M investment in, and joined the board of, Hortonworks. These moves continue the ongoing effort by leading players. 4 of the top 5 DBMS players (Oracle, Microsoft, IBM, SAP and Teradata) and 3 of the top 7 IT companies (Samsung, Apple, Foxconn, HP, IBM, Hitachi, Microsoft) have now made direct moves into the Hadoop space. Oracle’s recent Big Data Appliance and Big Data SQL, and Microsoft’s HDInsight represent substantial moves to target Hadoop opportunities, and these Teradata and HP moves mean they don’t want to be left behind.

more

 

What Is Hadoop….Now?

In February 2012, Gartner published How to Choose The Right Apache Hadoop Distribution (available to clients). At the time, the leading distributors were Cloudera, EMC (now Pivotal), Hortonworks (pre-GA), IBM, and MapR. These players all supported six Apache projects: HDFS, MapReduce, Pig, Hive, HBase, and Zookeeper. Things have changed.

–more–

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