IBM STG Trip Report: Hardware-Software Synergy Yielding Dividends

Every year in the fourth quarter, IBM assembles its Systems & Technology Group (STG – the hardware guys) executives for discussions with the analyst community to review results and discuss the year ahead. STG’s Senior VP Rod Adkins teed up this year’s meeting with a reminder that STG and Software Group (SWG) both now report to Steve Mills, SVP and Group Executive – Software & Systems. This change naturally suggests the possibilities for increased synergies between the two parts of IBM, and although much collaboration has been in place over the years, IBM’s attention to leveraging the opportunity has clearly come into sharper focus. The interaction was a recurrent theme. Read more of this post

Microsoft Leaps Late, Lags with SQL Server PDW

Microsoft chose a user group meeting, Professional Association for SQL Server (PASS), for the rollout of its long-awaited, and late, SQL Server 2008 R2 Parallel Data Warehouse (note, yet again, how foolish it is for vendors to trap themselves with dates in product names.) PDW is late to market; there are other MPP DBMS players there already, and Microsoft is behind in functionality compared to some of them. Some of the most eagerly–awaited features are evidently not slated for the first release. It’s also far behind its originally planned ship date following the acquisition of DatAllegro in 2008. Read more of this post

At Oracle, Closed May be the New Open. Whither MySQL?

I hope I can be forgiven the cute headline. It speaks to a series of events that were heard in Oracle Open World messaging, where the word “open” appeared much less frequently than in years past. Oracle is fortifying its borders, opening new fronts in its market battles, and slowly closing itself off from some former partners and community relationships. It’s Fortress Oracle time. Its overall posture has hardened, and the implications for any but the largest MySQL customers are worrisome.

Many actions support this interpretation. The “fork you” message to Red Hat at OOW was an obvious indicator, tightening the OS play that accompanies the hardware ownership now rounding out Oracle’s full-stack story. Now, a few weeks later, Oracle’s move to drop low-end MySQL support, abandoning/conceding low-end customers to others, seems indicative both of Oracle’s willingness to move away from “open,” and to minimize investment in low-end customers. Mark Hurd is the new owner of support, and his reputation for cost-cutting should not be ignored in considering this; moreover, Windows is the majority platform for MySQL, and Oracle doesn’t want to invest there either. Read more of this post

IBM Acquires Netezza – ADBMS Consolidation Heats Up

IBM’s bid to acquire Netezza makes it official; the insurgents are at the gates. A pioneering and leading ADBMS player, Netezza is in play for approximately $1.7 billion or 6 times revenues [edited 9/30; previously said "earnings," which is incorrect.] When it entered the market in 2001, it catalyzed an economic and architectural shift with an appliance form factor at a dramatically different price point. Titans like Teradata and Oracle (and yes, IBM) found themselves outmaneuvered as Netezza mounted a steadily improving business, adding dozens of new names every quarter, continuing to validate its market positioning as a dedicated analytic appliance. It’s no longer alone there; some analytic appliance play is now in the portfolio of most sizable vendors serious about the market. Read more of this post

Attunity Scores a Win With RMS CDC Support

Today’s email brought a reminder of an old, valued data format: RMS. When I posted about Attunity earlier this year, I noted the value of its replication and changed data capture (CDC) technology as the major software infrastructure vendors continue to look at ways to consolidate the management of their customer’s data assets. Attunity is in the rare position of having its software OEMd by many of them somewhere in their portfolios; IBM, Oracle, and Microsoft [edit - removed Sybase, listed due to my error] all use and sometimes resell Attunity’s technology. RMS is a more recent addition to Attunity’s CDC portfolio, and its win at Southeastern Freight Lines bodes well for a new addition to its revenue stream. Read more of this post

More TDWI Notes – ParAccel Rolling On, HP Stalled, Vertica Leading Insurgents

On my second day at TDWI, I was in meetings all day – events like this are a great opportunity for analysts to catch up with many of the companies they follow at one time, and this particular one was packed with sponsors. Congrats to the folks who sell sponsorships – they had a packed exhibit hall, and a lot of very interested attendees. I got a chance to chat at a few booths (all buzzing), ask a few attendees some real-world questions (and was asked some surprising ones myself), and get a sense of the workload in the trenches (heavy and growing.)

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

Migrate From Mainframe? To What?

From Joe Clabby, www.clabbyanalytics.com

Gartner, the industry’s preeminent information technology (IT) research and analysis firm, has published several reports and case studies over the past few years that promote the idea that IT buyers should migrate their applications off of mainframes and move them to other, more “modern platforms”.  Part of Gartner’s logic, it appears, is that there is an impending-doom shortage of mainframe managers that is about to occur as elderly mainframe managers retire — so Gartner implies that moving applications to other “more modern” platforms might ensure the long term viability of enterprise applications on those platforms.

I have two major issues with Gartner’s perspective and its recommendation:

  1. Where is the proof that mainframe skills will decline to critical levels over the next several years?  And,
  2. Which “modern platform” is Gartner advocating? 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

Microsoft’s Parallel DW – Still Waiting

Microsoft’s SQL Server Parallel Data Warehouse (PDW) has been eagerly awaited for a long time. It still is. Though much of the news at the BI Conference running in parallel with TechEd in New Orleans (discussed here) was generally quite good, the PDW story was much less so. It’s late, and it’s not all there. Read more of this post

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