Partial Plans Perplex Press at SAP – Sybase Event, But Promise is Everywhere

SAP co-CEOs Bill McDermott and Jim Hagemann Snabe and Sybase CEO John Chen keynoted a two-continent event on August 19 to demonstrate their solidarity and provide an early look at strategic plans. Many analysts greeted the initial announcement with positive reviews – mine is here, and Noel Yuhanna of Forrester weighed in here. Progress since the $5.8 billion transaction formally closed (just a few weeks ago) has been modest, but certainly better than the message, which was not yet crisp. The press release (several pages in length) was long on marketing phrases and short on specifics, and those in attendance generally found the content scattered and difficult to parse. Highlights emerged, however, in the subsequent discussions as press, analysts and bloggers dug in for details:

  • A mobile application software development kit (SDK) will combine the Sybase Unwired Platform (SUP) with SAP NetWeaver Mobile and Business Objects Mobile software within 9 months.
  • Sybase CEO John Chen, on the SAP board, will operate Sybase as a “separate, independent unit,” and reaffirmed the commitment to maintaining the product roadmap he made when I interviewed him at TechWave
  • SAP will “port, certify and optimize” SAP Business Suite, NetWeaver Business Warehouse, Business Objects Data Services and Business Objects BI solutions to Sybase ASE. No dates were specified.
  • Business Objects, already certified for Sybase ASE and IQ, will be “combined with (unspecified) Sybase data management servers” to deliver “discovery, storage, and consumption.” No dates were specified; it’s not clear what’s new here other than packaging.
  • The companies will incorporate SAP’s in-memory computing technology across SAP and Sybase data management offerings.

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Will AEP Replace RDBMS? A Dialogue With Charles Brett

Analytic Event Processing (AEP) is hot. But does it mean RDBMS begins to decline in importance? Charles Brett of C3B Consulting and I recently had a quick dialogue about it and came up with different conclusions. That conversation is reproduced here. It’s only the beginning – l hope you will weigh in with your thoughts. Read more of this post

Oracle, Sleeves Rolled Up, Flexes EPM Muscles

It’s been a while since Oracle made the series of acquisitions that redrew the map on applications software, and they have been fairly successful there. The broadening of the portfolio created considerable challenges for the rationalization of Oracle’s BI strategy, and I recently had the opportunity to sit down with Paul Rodwick and Bill Guilmart, VPs of Product Management, to catch up on the Enterprise Performance Management (EPM) story so far. We analysts are quick to criticize the pace of integration, the level of detail, and the timing of the roadmap from companies with enormous portfolios like Oracle’s. Personally, I’m glad I don’t have to live every day with the consequences of my brilliant ideas about how to rationalize all those moving parts. (Remember those ads? “We don’t do. We just advise.”) Paul and Bill must live with theirs, and I was impressed with the clarity and consistency of the model they described to me. It’s a good story, with emerging successes in abundance, and the best may be yet to come. Read more of this post

InfoSphere Streams Is A Game Changer

IBM has made it clear that InfoSphere Streams, the commercialized part of the System S research project that has been underway for some years, is a priority, and they are committing substantial investments to it.  In fact, the release was hurried a bit, as I noted in my (hopefully) humorous post about naming for complex event processing (CEP) and related technologies. At a major financial analyst meeting in May 2009, CEO Sam Palmisano called it out as an IBM opportunity, and Software Group honcho Steve Mills listed it as one of four themes within his topline Information Agenda message. That kind of push makes things happen. Read more of this post

CEP: The Tech That Dare Not Speak Its Name

IBM has decided to go after the complex event processing (CEP) market with InfoSphere Streams a bit sooner than expected (by about a year, it seems.) The Product Formerly Known As System S (apologies to Prince – but at least it doesn’t have a weird symbol instead of a name) has been released into the wild because it’s ready enough. Or because Sam Palmisano wanted to talk about it at a recent analyst event. Or (Curt Monash theorizes here) because Microsoft announced that their CEP offering will be in SQL Server Real Soon Now.  Read more of this post