Some business trends in the data warehouse market
In recent conversations with various analytic DBMS vendors, a fairly consistent picture has emerged.
- Business is strong. Multiple vendors claim to be going gangbusters, with the happy sounds coming out of Vertica and Infobright being echoed by several competitors. Hearsay suggests some other companies in related businesses are doing well too. Depending on who you talk to, the business pickup dates back to Q4, give or take a quarter.
- Oracle Exadata has become a formidable competitor, on the strength of Exadata 2. Exadata 2’s positioning and perception among Oracle users seem to be pretty much in line with what Oracle portrayed to me.
- Teradata is portrayed as a weak competitor. Competitors don’t worry about Teradata nearly as much as they do about Oracle. That said, I suspect a bit of wishful thinking; Teradata is clearly still getting a lot of business the other vendors would dearly love to have.
- HP Neoview is reeling. (Almost) nobody sees Neoview competitively. The Walmart Neoview installation is said to have stayed small at best. JP Morgan is said to have completely thrown Neoview out (and a bunch of HP engineers with it).
- (Almost) nobody mentions competing against DB2 either. This continues to baffle me.
| Categories: Analytic technologies, Data warehousing, Exadata, HP and Neoview, IBM and DB2, Market share, Oracle, Specific users, Teradata | Leave a Comment |
Vertica update
I caught up with Jerry Held (Chairman) and Dave Menninger (VP Marketing) of Vertica for a chat yesterday. The immediate reason for the call was that a competitor had tipped me off to the departure of Vertica CEO Ralph Breslauer, which of course raises a host of questions. Highlights of the call included:
- Vertica had a “killer” Q4 and is doing very well in Q1 again.
- Vertica burned hardly any cash last year; i.e., it was close to cash-flow neutral in 2009.
- Vertica is hiring aggressively, e.g., in sales.
- Vertica is well down the path with several CEO candidates who Jerry regards as outstanding. He is hopeful there will be a new CEO in April. (But I bet that would be late April, given what Jerry mentioned about his own travel plans.)
- Absent a full-time CEO, Jerry and Andy Palmer are spending a lot more time with Vertica.
- One Vertica customer is approaching a petabyte of user data. The last time Vertica had checked, that customer had been more in the ¼ petabyte range.
- Other multi-hundred terabyte Vertica databases were mentioned, including one where Vertica claims to have beaten Teradata and perhaps other competitors in a head-to-head competition (it sounds like that one’s too recent to be deployed yet).
- Vertica sees Aster and Greenplum competitively more often than it sees ParAccel.
- Vertica sees Sybase IQ competitively a lot in financial services (in new-name accounts for Sybase as well as where some kind of Sybase DBMS is an incumbent), and more occasionally in other sectors.
NDA parts of the conversation also gave me the impression that Vertica is moving forward just as eagerly as it’s peers. I.e., I didn’t uncover any reason to think that Ralph’s departure is a sign of trouble, of the company being shopped, etc. Read more
| Categories: Analytic technologies, Data warehousing, Investment research and trading, Market share, ParAccel, Petabyte-scale data management, Sybase, Vertica Systems | Leave a Comment |
Infobright blog update
I often offer that, if a company puts up a sufficiently good blog post, I’ll link to it. Well, I just noticed that Infobright CEO Mark Burton (somewhere along the way he seems to have dropped the “interim”) put up an excellent post last month.
Highlights on the market share/sector side include: Read more
| Categories: Columnar database management, Data mart outsourcing, Data warehousing, Infobright, Log analysis, Market share, Open source, Scientific research, Web analytics | 1 Comment |
XtremeData update
I talked with Geno Valente of XtremeData tonight. Highlights included:
- XtremeData still hasn’t sold any dbX stuff (they’ve had a side business in generic FPGA-based boards paying the bills for years). Well, there may have been some paid POCs (proofs of concept) or something, but real sales haven’t come through yet.
- XtremeData does have three prospects who have said “Yes”, and expects one order to come through this month.
- XtremeData continues to believe it shines when:
- Data models are complex
- In particular, there are complex joins
- In particular, two large tables have to be joined with each other, under circumstances where no product can avoid doing vast data redistribution
- XtremeData insists that all the nice things Bill Inmon – including in webinars — has said about it has not been for pay or other similar business compensation. That’s quite unusual.
- XtremeData is coming out with a new product, codenamed the Personal Data Warehouse (PDW), which:
- Is ready to go into beta test
- Should be launched in a month and a half or so
- Will have a different name when it is launched
Naming aside, Read more
| Categories: Analytic technologies, Benchmarks and POCs, Data warehouse appliances, Data warehousing, Database compression, Kickfire, Market share, Netezza, Pricing, XtremeData | Leave a Comment |
Memcached-based company NorthScale launches
NorthScale, a start-up based around memcached, has just launched, two weeks after the Todd Hoff’s post arguing the MySQL/memcached combo is passe’. NorthScale wouldn’t necessarily argue with Todd, arguing that what you really should use instead is NorthScale’s combo of memcached and MemBase, a memcached-like DBMS …
… or something like that. I don’t intend to write seriously about NorthScale until I have a better idea of what MemBase is.
In the mean time,
- VentureBeat put up a solid post on NorthScale’s company history and so on
- Om Malik bought into the NorthScale memcached pitch
- TechCrunch has a low-quality post about NorthScale (although it wasn’t as error-riddled as the same author’s post about nStein, which Seth Grimes properly blasted)
| Categories: Cache, Clustering, NoSQL, Parallelization | Leave a Comment |
Toward a NoSQL taxonomy
I talked Friday with Dwight Merriman, founder of 10gen (the MongoDB company). He more or less convinced me of his definition of NoSQL systems, which in my adaptation goes:
NoSQL = HVSP (High Volume Simple Processing) without joins or explicit transactions
Within that realm, Dwight offered a two-part taxonomy of NoSQL systems, according to their data model and replication/sharding strategy. I’d be happier, however, with at least three parts to the taxonomy:
- How data looks logically on a single node
- How data is stored physically on a single node
- How data is distributed, replicated, and reconciled across multiple nodes, and whether applications have to be aware of how the data is partitioned among nodes/shards. Read more
| Categories: Cassandra, Data models and architecture, NoSQL, Parallelization, RDF and graphs, Structured documents, Theory and architecture | 4 Comments |
The Naming of the Foo
Let’s start from some reasonable premises. Read more
| Categories: Data models and architecture, Database diversity, Hadoop, MapReduce, Mark Logic, NoSQL, OLTP, Theory and architecture | 25 Comments |
Some NoSQL links
I plan to post a few things soon about MongoDB, Cassandra, and NoSQL in general. So I’m poking around a bit reading stuff on the subjects. Here are some links I found. Read more
| Categories: Amazon and its cloud, Cassandra, Continuent, Google, MySQL, NoSQL, Open source, RDF and graphs, Tokutek | 5 Comments |
Cassandra and the NoSQL scalable OLTP argument
Todd Hoff put up a provocative post on High Scalability called MySQL and Memcached: End of an Era? The post itself focuses on observations like:
- Facebook invented and is adopting Cassandra.
- Twitter is adopting Cassandra.
- Digg is adopting Cassandra.
- LinkedIn invented and is adopting Voldemort.
- Gee, it seems as if the super-scalable website biz has moved beyond MySQL/Memcached.
But in addition, he provides a lot of useful links, which DBMS-oriented folks such as myself might have previously overlooked. Read more
| Categories: Cassandra, Data models and architecture, NoSQL, OLTP, Open source, Parallelization, Specific users, Theory and architecture | 11 Comments |
Data exploration vs. data visualization
I’ve tended to conflate data exploration and data visualization, and I’m far from alone in doing so. But a recent Economist article is a useful reminder that they aren’t exactly the same thing. Read more
| Categories: Analytic technologies, Business intelligence | 4 Comments |