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

RainStor Ramp Rolls On

Click to see larger version

When I last spoke to Rainstor, a new round of funding had just come in and prospects seemed bright. It could hardly have happened at a better time. A recent Information Week study of 437 business technology professionals showed that more than half are managing over 10 TB of data, 7% managing 201-500 TB, and 8% more than 500 TB. The study says that “for the first time  enterprise storage architects are more worried about meeting capacity demands than they are about data security.” On the heels of the Economist’s recent assertion that more data is being generated than storage being built to contain it, the issue is more critical than ever. 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

Sybase Database Value to SAP – Long Term and Short

It’s not what you think – the hidden jewel for the near term may just be SQL Anywhere. Read on. Disclosure: I worked at Sybase in the last millennium, when it hit the wall at $1B the first time and bounced. Over the next few years, Oracle dramatically outdistanced itself, in large part, as it turned out, because of the massive opportunity presented by SAP. Thousands of huge installs atop the Oracle DBMS, and not one with Sybase. Why? Because of a technology disagreement. SAP wanted row-level locking. Sybase’s answer: “Let us tell you why you’re wrong to want it.” Leaving aside the lesson to be learned from that one, let’s talk about how much the newly acquired Sybase database portfolio does for SAP. I’m leaving the best for last, because all the chatter has been about ASE and IQ, but read to the end.

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SAP – Sybase: Synergies? Suspect So.

SAP announced today that it will acquire Sybase for $65.00 per share, representing an enterprise value of approximately $5.8 billion. The announcement says that “customers will be able to better harness today’s explosion of data and deliver information and insight in real time to business consumers wherever they work so they can make faster, more informed decisions.” But the vision goes beyond that: the combined companies will be able to deliver the ability to act on those decisions, anywhere. The combination of SAP’s substantial share of its customers’ transactional systems with Sybase’s mobile expertise in messaging and application development tools for mobile devices affords extraordinary opportunities that are not lost on management. Following the public press event, I chatted with Vishal Sikka, SAP’s CTO, and Dr. Raj Nathan, EVP and CMO of Sybase. We covered some of the opportunities on the table and SAP’s plans for its new assets. Read more of this post

Oracle Idol: Screven Delivers on MySQL Promises, But Judges’ Votes Uncertain

Larry Ellison did not speak at the O’Reilly MySQL event.  While the Register was correct to say “Oracle executives are fanning out to woo open sourcers,” in its sharp-tongued review, Larry was not among them.  Perhaps he saw what was coming. Neither the audience nor the event tweetstream was friendly. Twitter descriptions suggested that the MySQL crowd was sitting on its hands as Edward Screven, Oracle Chief Architect, took the stage (click to see the speech)  to address the future of MySQL under Oracle. Read more of this post

IBM Gets Feisty — Mobilizes Analytics for Oracle Battle

In July 2009, IBM announced the Smart Analytics System 7600, a workload-optimized, pre-integrated bundle of hardware and software targeted at the business analytics market. Included in that package are an IBM POWER 550 running AIX, storage, plus InfoSphere Warehouse Enterprise Edition (which consists of DB2, Warehouse design and management tools + Cubing, Data Mining and Text Analytics services), and Cognos 8 Business Intelligence, configured and tuned, and “health check” features. Accommodations are made if the customer already has licensed some of the software and wants to use it on the platform; in this sense, the software is described as “optional.” This month, IBM broadened the story and upped the ante, making Smart Analytics System a key weapon in its widening battle with Oracle.

This post is a slightly updated version of a piece that appeared in the PUND-IT newsletter. 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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Oracle Ups EPM Ante

After a 2 year wait, Oracle is rolling out some fruits of its daunting integration efforts in enterprise performance applications. New suite bundles, an Essbase connector and Hyperion uplift are highlights of its Enterprise Performance Management (EPM) 11.1.2 release. The numbering scheme, evidently constrained by the overall Oracle level 11 nomenclature, drove the understated “11.1.2” moniker, but make no mistake, this is a major thrust – delivered in 15 languages and with a new focus on role-based thinking. The task-specific and vertical themes that dominate developments in enterprise applications were on display here as Oracle delivered Financial Close Management, Disclosure Management, and Public Sector Planning and Budgeting applications atop the Fusion Middleware platform that is the basis for further product portfolio integration in the quarters ahead. The architectural value of the Business Intelligence Foundation here cannot be overstated; Oracle is delivering on a well-thought-out model that facilitates a steady growth in product opportunities that will drive incremental revenues. Read more of this post