May 8, 2009

Oracle’s hardware strategy

Larry Ellison stated clearly in an email interview with Reuters (links here and here) that Oracle intends to keep Sun’s hardware business and indeed intends to invest in the SPARC chip. Naturally, I have a few thoughts about this.

As Stephen O’Grady points out, Sun’s main strength lay in selling to the large enterprise market. Well, that’s Oracle’s overwhelming focus too. As I noted two years ago:

One Oracle response is to provide lots of add-on technologies for high-end customers, on the database and middle tiers alike. In app servers it’s done surprisingly well against BEA. It’s sold a lot of clustering. And it’s bought into and tried to popularize niche technologies like TimesTen and Tangosol’s.

This all makes perfect sense – it’s a great fit for Oracle’s best customers, and a way to get thousands of extra dollars per server from enterprises that may already have bought all-you-can-eat licenses to the Oracle DBMS. And being so sensible, it fits into the Clayton Christensen disruption story in two ways:

  1. Oracle may be helpless against mid-tier competition, but it sure has the high-end core of its market locked up.

  2. As one type of technology is commoditized, value is created in other parts of the technology stack.

Oracle’s ongoing acquisition spree in system software, application software, and now hardware just supports that story. MySQL, embedded Java, and so on may be welcome to Oracle as yet more opportunities to tap additional markets — but Oracle’s emphasis is and surely will remain on the large enterprise market.

The next notable point may be found in Larry’s key quote: Read more

May 4, 2009

37 Ways To Get More From Analytics, Version 2.0

As I hoped, there were some very helpful responses to my post listing ways to improve analytic effectiveness. Here’s a second draft incorporating them. Comments continue to be very welcome. I need to finalize this soon. Read more

April 30, 2009

eBay’s two enormous data warehouses

A few weeks ago, I had the chance to visit eBay, meet briefly with Oliver Ratzesberger and his team, and then catch up later with Oliver for dinner. I’ve already alluded to those discussions in a couple of posts, specifically on MapReduce (which eBay doesn’t like) and the astonishingly great difference between high- and low-end disk drives (to which eBay clued me in). Now I’m finally getting around to writing about the core of what we discussed, which is two of the very largest data warehouses in the world.

Metrics on eBay’s main Teradata data warehouse include:

Metrics on eBay’s Greenplum data warehouse (or, if you like, data mart) include:

Read more

April 29, 2009

37 Ways To Get More From Analytics

I posted several stages of my thinking in connection with a February presentation on how to buy an analytic DBMS. The whole process seemed like a success, with good input early on, and at least one new client directly attracted by the uploaded slide presentation. So now I’m trying the same idea again, starting at an even earlier stage of the process.

I’m going to be speaking this September at six of the seven installments of Netezza’s 2009 traveling regional user conference, namely those in London, Milan, and the United States. (Edited for schedule changes.) The topic is going to be something like “N Ways to Get More From Analytics”, for N a decent-sized two-digit integer. The talk is meant to be more conceptual, upbeat, rah-rah, and/or inspirational than is my usual style, at the cost of perhaps being less complete, detailed, or carefully organized. Right now I’m at the point of sharing an initial list of ideas, and throwing open the question: What did I leave out?

The initial list is: Read more

April 28, 2009

Data warehouse storage options — cheap, expensive, or solid-state disk drives

This is a long post, so I’m going to recap the highlights up front. In the opinion of somebody I have high regard for, namely Carson Schmidt of Teradata:

In other news, Carson likes 10 Gigabit Ethernet, dislikes Infiniband, and is “ecstatic” about Intel’s Nehalem, which will be the basis for Teradata’s next generation of servers.

Read more

April 28, 2009

The SAP/Teradata deal explained

When I first saw the press release about the latest SAP/Teradata deal, I thought it sounded very Barney. But it turns out there’s a little bit of substance, as well. Amazingly, SAP BW doesn’t really run on Teradata right now. This deal will fix that. The time frame seems to be that SAP-BW-on-Teradata will ship with SAP BW 7.2 whenever that goes out. (First half of 2010?) Early adopters may be able to get their hands on it as early as Q3 2009.

Note: It surely would be more precise to insert “NetWeaver” a few times into that paragraph.

Just to be clear — I still don’t see this as a big deal. It doesn’t portend any grand SAP/Teradata joint mission to smite Oracle, IBM, and/or Microsoft. Nor is it a telling first step toward an SAP/Teradata merger. It just removes a particular competitive disadvantage Teradata had vs. Oracle et al., from which Teradata’s smaller specialist competitors still suffer. And it offers SAP BW customers another high-quality DBMS option.

April 25, 2009

Vertica pricing and customer metrics

Since last fall, Vertica’s stated pricing has been “$100K per terabyte of user data.” Vertica hastens to point out that unlike, for example, appliance vendors or Sybase, it only charges for deployment licenses; development and test are free (although of course you have to Bring Your Own hardware). Offer the past few weeks, I’ve gotten other pricing comments from Vertica to the effect that:

I didn’t press my luck and ask exactly what “average” means in this context.

As for customers, metrics I got include: Read more

April 24, 2009

Some DB2 highlights

I chatted with IBM Thursday, about recent and imminent releases of DB2 (9.5 through 9.7). Highlights included:

April 24, 2009

IBM’s Oracle emulation strategy reconsidered

I’ve now had a chance to talk with IBM about its recently-announced Oracle emulation strategy for DB2. (This is for DB2 9.7, which I gather has been quasi-announced in April, will be re-announced in May, and will be re-re-announced as being in general availability in June.)

Key points include:

Because of Oracle’s market share, many ISVs focus on Oracle as the underlying database management system for their applications, whether or not they actually resell it along with their own software. IBM proposed three reasons why such ISVs might want to support DB2: Read more

April 22, 2009

Clearing some of my buffer

I have a large number of posts still in backlog.  For starters, there are ones based on recent visits with Aster, Greenplum, Sybase, Vertica, and a Very Large User.  I suspect I’ll write more soon on Oracle as well.  Plus there’s my whole future-of-online-media area.  And quite a bit more will grow out of planned research.

So there are a whole lot of other worthy subjects I doubt I’ll be getting to any time soon.  In some cases, of course, other people are doing great jobs of writing about same. Here are pointers to a few links that I am glad to recommend:

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