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

Oracle Exadata: Early Signs Promising

Exadata is looking good. In the past few months, I’ve had the chance to talk to several early adopters of Oracle Exadata V2, some in connection with a sponsored white paper Oracle has just published. It’s still early, but I see this product as a milestone, regardless of its commercial success. That is still to be determined, although I wouldn’t bet against it. How it will be affected by Oracle’s execution of the Sun acquisition is another open question, and the recent surprise layoffs, which showed that either the announced expectations were laughably off base or Ellison’s early announcements about  hiring plans were less than candid, don’t bode too well for the near term. Rob Enderle made some strong and provocative points in his guest post here. 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.

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