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

Oracle Touts Cost Savings With New RAC, Storage Features

Oracle has high expectations for its newest release (Oracle Database 11g R2.) “We expect 45-50% adoption of R2 by next year,” said Mark Townsend, Vice President of Product Management, at the database analyst day during Oracle Open World recently. Such a rate would be unprecedented, but Oracle has good reasons for its optimism. Many new features target extending cost-effective use of the systems (server, storage and software) in place, and the financial drumbeat was clear and consistent. Many of these benefits are due to Oracle’s increasing ability to leverage organizations’ architectural tiers: smarter use of  interconnected servers, storage, and memory are driving performance improvements at many levels. Should Oracle’s acquisition of Sun win through, one can expect to see an acceleration of this trend. Read more of this post

Netezza Still Tops ADBMS Insurgents

Netezza’s 2009 so far has demonstrated that its ADBMS leadership is firming up. Several vendors have navigated a difficult year in the general economic sphere and in their own market’s quest for visibility, and Netezza has pushed forward with some aggressive moves from atop the pack. Phil Francisco, Vice President of Product Management and Product Marketing, has just come off an event swing (with Curt Monash as a keynote speaker at most.) Phil reports that the decision to take the story to the customers, instead of relying on their vanishing travel budgets to come to a centralized event, paid off well, with over 1500 interactions.
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Multi-Tenant DWs: Sybase IQ Defends its Analytic DBMS Turf

Sometimes Sybase IQ seems like the Rodney Dangerfield of analytic DBMSs (ADBMS) – no respect. The pioneering column-based DBMS first shipped in 1995, shipped release 15 at the end of Q1, and has 1650 customers. But all the noise seems to be about more recent entrants these days, and Sybase is stepping up to change that. The market is moving into their sweet spot, Sybase believes, as Web 2.0 applications routinely bypass the traditional RDBMS technology leaders in favor of specialized alternative approaches. [disclosure: 15 years ago, I was involved in the launch of IQ.]

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