EMC Jumps Into ADBMS Appliance Game

The Data Computing Appliance, first deliverable from EMC’s acquisition of Greenplum, was announced last month, only 75 days after the acquisition closed, and it doesn’t lack for ambition.  Pat Gelsinger, President and Chief Operating Officer, EMC Information Infrastructure, pointed to the high level opportunity: unlocking the “hidden value” of enormous and growing data assets every company is increasingly holding, and often failing to leverage. The appliance will reach many hitherto untapped resources in the data centers that EMC occupies. Adding EMC’s manufacturing, sales and marketing, and reference architectures to the Greenplum IP brings what Gelsinger calls Greenplum’s “first phase” to its completion. And begins what is likely to be a sizable battle with Oracle, Teradata and IBM, if EMC mounts campaigns and spending to match its ambitious vision. Read more of this post

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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Informatica Re-Factors the Value Chain for the Cloud

Informatica’s cloud ambitions continue and deepen with each new release. In the years since its 2006 launch, Informatica Cloud, the strategic initiative launched to bring Informatica’s data integration assets to the cloud,  has won salesforce.com’s Best of AppExchange award for 2008 and 2009, added other cloud-based applications as targets, and most significant, signed up 650 clients. Customers like Qualcomm and Toshiba are syncing their SaaS apps with on-premise data, enhancing compliance, and extending their BI capabilities.  In a recent conversation, Darren Cunningham, Vice President, Cloud Marketing told me that Informatica is processing over 30,000 jobs per day, involving over 6.5B rows of data per month. Read more of this post

Attunity – An Independent Alternative For Data Replication

Attunity (ATTUF), a small OTC-traded company out of Massachusetts, is quietly building up its base, expanding a 1000-customer foothold in real-time change data capture (CDC) and data replication that has made it one of the few remaining independent players standing. With Oracle’s acquisition of GoldenGate and SAP’s announced plan to acquire Sybase, many firms are thinking about having an alternative supplier. Attunity’s competitors these days include iWay and Progress DataDirect – few firms can offer robust support for data sources like RMS, VSAM, NonStop SQL, Enscribe and Adabas as well as common RDBMSs like DB2, SQL Server and Oracle, and that leaves Attunity a relatively wide-open opportunity. Attunity recently announced a 53% year-over-year growth in license revenues; it’s profitable (although GAAP profitability, while in sight, has yet to be achieved) and beginning to repay its debt. With less than $2M in revenues, it may well find itself an acquisition target, to boot.Attunity logo

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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

Informatica Passes Half-Billion Mark, Buys Siperian, Targets Cloud

Informatica has announced another, long-rumored acquisition: Siperian, thus continuing a steady march toward a comprehensive portfolio play. In 2009, its strong growth path made it the clear independent leader in data integration.  With Release 9, its vision of a data integration platform grew to providing a comprehensive approach to everything from data discovery services to data quality. While growth slowed during a tough year for the economy overall, Informatica grew revenue in every quarter, and made key acquisitions in 3 successive quarters (Applimation, AddressDoctor and Agent Logic) and began to make significant moves into the cloud via partnerships with Amazon, salesforce.com and others. Agent Logic added event detection and processing to support real-time alerting and response. As 2010 begins, this latest move is synergistic from the outset; Rob Karel points out in his excellent blog post that “Siperian MDM technology…already is deeply integrated with Informatica’s identity resolution and postal address technology. In addition…Siperian MDM customers [are] using Informatica for data integration and data quality, meaning there is a lot of existing experience and know-how on integrating Informatica’s portfolio with Siperian.” Read more of this post

Xkoto’s Database Virtualization Expands Cloud Opportunities

Xkoto, the database virtualization pioneer, has generated substantial interest since its first deployments in 2006. Still privately held and in investment mode, Xkoto sees profitability on the horizon, but offers no target date, and appears in no hurry. Its progress has been steady: in early 2008, a B round of financing led by GrandBanks Capital allowed a step up to 50 employees as the company crossed the 50 customer mark. 2008 also saw Xkoto adding support for Microsoft SQL Server to its IBM DB2 base. Charlie Ungashick, VP of marketing for Xkoto, says that 2009 has been going well, and the third quarter was quite strong. And at the end of September 2009, Xkoto announced GRIDSCALE version 5.1, which adds new cluster management capabilities to its active-active configuration model, as well as Amazon EC2 availability. Read more of this post

Sybase’s DBMS Business Shows Sea Legs – But Challenges Lay Ahead

Sybase has rolled out a good Q2 in difficult times, reflecting once again the steady, effective management that has characterized the past few years. All-time highs in margins, earnings, and cash flow – coming at the bottom (one hopes) of the current recession – are nothing to sneeze at. The first highlighted item in chairman John Chen’s earnings call was double digit growth in database license revenue, showing that the flagship still has some sea legs. He claimed 250 new ASE customers in the quarter – “we generally get 800-900 per year,” he added. There were 60 new IQ customers, half of who are non-ASE.  Sybase IQ sees Teradata, Netezza and occasionally Vertica  as competitors. Good performance, but will it be good enough?

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GoldenGate Software Buy a Win for Oracle

Oracle today announced it is buying GoldenGate Software for an undisclosed sum, likely a couple of hundred million dollars. To revisit some facts from an earlier post, Goldengate had been in business 15 years, with some 500 customers, 4000 solutions deployed, and strong partnerships with Oracle, Teradata and Ingres on the database side, and Microstrategy and Amdocs in the app and BI space. Their message revolved around 3 key attributes of their changed-data-based replication technology: heterogeneity, real-time (log-based) performance, and high-volume transactional support. Read more of this post