My Best Decision Today: Skipping Larry’s Fusion Speech

It’s been a good Oracle Open World so far, unless you wanted some exciting news about Fusion Apps. All the cyberworld was a-twitter (pun intended) about that during the run-up to the event. If that’s what you wanted, sorry – the payoff couldn’t have been flatter if the Governator had run over it with one of his Hummers. (More likely his wife would have done it while illegally talking on her cell phone.) There was a great theme this year: “Come With Questions. Leave With Answers.” Yup. And the answer was: “Wait till next year.” Read more of this post

Is HP Really A Strategic Enterprise Partner? Disappointing Q3 Betrays Gaps

HP announced third quarter results, and the news wasn’t good. It wasn’t all bad, either – there are bright spots in the portfolio, although not enough. HP’s assessment of the future is upbeat, which seems to have observers all a-twitter (no pun intended.) For me, a fresh look at how HP’s portfolio is structured, and how the pieces are performing, brought its mis-positioning into sharp relief. The fact is, HP is not what it says it is: a strategic enterprise IT partner.

Read more of this post

It’s On: IBM To Acquire SPSS

With one stroke, IBM has signalled that it believes itself ready to redraw the BI map. After a multi-year, multi-billion dollar spending spree, IBM has assembled the product portfolio, marketing and sales organization, and a 4000-person services army to launch a full-scale assault. It’s a lucrative opportunity: Mary Weier at InfoWeek quotes IDC to the effect that in 2008, the total BI market grew 10.6% to $7.8 billion. But although IBM’s acquisition of Cognos made it a formidable presence, with around 10% of the total market, until now it seems to largely have been in a holding pattern. IDC says IBM’s 2008 BI revenues were $800 million, up 5% since the previous year. But key competitors  SAP and SAS, who are ahead of IBM in share, and Oracle, nipping at its heels, grew at  double-digit rates. It is time to for IBM up that ante; as strong as Cognos was, it ought to have benefited more from IBM’s muscle. And now, it’s on. Read more of this post

Infobright Bids to Anchor An Open Source DW Ecosystem

I recently sat down for a talk with Miriam Tuerk, CEO of Infobright – an open source, commodity hardware-based analytic database (ADBMS) vendor focused on the data warehousing market. Infobright is another of the leaders in the open source information management wave IT Market Strategy has been tracking. Founded in 2006, Infobright has assembled a remarkable team now committed to exploiting this economic model to reduce the startup costs of data warehousing. Like other open source players, MySQL-based Infobright has two versions: a Community Edition (ICE, whose community gathers at www.infobright.org) and an Enterprise Edition (IEE). This bifurcation allows it to distribute starter software broadly at minimal direct cost, then upsell; along the way, it gets to tap into the vibrant innovation provided by the user community that forms. As the product matures, such vendors fund the more hardened features large firms require by charging them for those added capabilities that they need. And now (July 7), Infobright has partnered with Jaspersoft for tighter integration with a report server and OLAP analysis. Read more of this post

ParAccel Rocks the TPC-H – Will See Added Momentum

ParAccel, another of the analytic database upstarts, has weighed in on Sun hardware with a record-shattering benchmark that its competitors have thus far avoided – the 30 TB TPC-H. It’s been two years since anyone has published a 30 TB TPC-H, and only 10 of any size (all smaller) have been published in the past year. One can scoff (many do) at this venerable institution, but TPC benchmarks are a rite of passage, and a badge of engineering prowess. The ParAccel Analytic Database (PADB) has set new records, raising its profile dramatically in one fell swoop. PADB came in at 16x the price/performance of Oracle, the prior leader (and only other vendor willing to tackle the 30Tb benchmark to date.) PADB, running on Sun Opteron 2356 servers, Sun Fire™ X4540 storage servers and OpenSolaris™, was 7x faster on queries and 4.6x faster loading the data than the 2 year old Oracle result. And because of its architecture, the construction and tuning of indexes and partitioning strategies were not needed. TPC rules are specific about having product in GA within 90 days, so one can expect to see PADB version 2.0, on which the benchmark was based, out in Q3.

ParAccel has seen some skepticism in the analyst community because of its relatively small published number of customers. It claims a dozen, and half are listed on its web site. Other vendors, like Vertica and Greenplum, have been very forthcoming promoting theirs, but both have more time in the market. PADB was released in Q4 2007 and really began its arc in 2008; Vertica has a year head start, and Greenplum even more. Rumors have also floated about whether CTO and founder Barry Zane was leaving. I had a conversation with Barry in late June to discuss the business and the benchmarks. He was clearly excited about the benchmarks, in which he was very involved, even working on the full disclosure report personally  – “It got to be like a hobby for me,” he said – and he was quite clear that he is not going anywhere. Read more of this post

Sand Technology a Risky Bet

It’s a shame that Sand Technology isn’t doing better, because the technology is apparently quite good and has been for years. Decades, indeed, but after all that time, Sand is a US$7M firm. Why is that? Their June visit to the Boulder BI Braintrust (BBBT) offered some clues. And some followup into public filings paints an unattractive financial picture that suggests any prospects should proceed with extreme caution. Sand’s phenomenal compression of data for “nearline storage” and analysis sounds good, but it’s hard to ignore their finances. Read more of this post

Clearpace – Have Your Data and Archive it Too

Clearpace has a potentially lucrative question for you: how much of your data is really needed with any frequency at all? How much keeping it managed as if you needed it tomorrow cost you? What if you could take most of the 2 year old and older data out of your databases, compress it dramatically, put it on low cost storage and reduce your database sizes – and still be able to get to the data if you needed it? You can, Clearpace says, and this early-stage UK-based company already has customers to back their claim. Read more of this post

Greenplum – Reaching Escape Velocity

Greenplum is one of several companies who have defied the notion that “RDBMS has been done,” and one of the most successful of late on the high end (of scale, but not necessarily price.) The argument goes that it’s a waste of time to build a new enterprise class RDBMS – kernel, optimizer, and associated feature set  – because there is no room left for real innovation. It takes years, deep engineering expertise, and money – and when you’re done, your reward is to enter a crowded market dominated by players who have multi-billion dollar deep pockets, massive sales and engineering teams, and legions of loyal customers. A losing proposition. And yet, Greenplum has done it, and is winning deals. Regularly, and at an increasing rate. Read more of this post

What To Expect at Sapphire? Breya Hints At BO-BWA Connection

IT Market Strategy recently sat down with Marge Breya, Executive Vice President & GM Intelligence Platform & NetWeaver of SAP BusinessObjects, to discuss the first full year of life within SAP after being acquired at the beginning of 2008. Breya oversees full product line responsibility for BI and information management  solutions, as well as the company’s OnDemand business. In addition, Breya is responsible for solution management of SAP NetWeaver within the Technology Group at SAP AG. Prior to joining SAP via the Business Objects acquisition, Breya served in a number of executive roles at BEA Systems, where she was senior vice president (SVP), CMO, and chief strategy officer (CSO); and Sun Microsystems, where she served in various executive management roles. In this excerpt form our conversation, the discussion turned to how the BO portfolio and the SAP portfolio would combine for greater leverage.

You’re busy right now thinking about the developmental opportunities for how [your] portfolios work together. Read more of this post

Follow

Get every new post delivered to your Inbox.

Join 110 other followers