February 14, 2011
HP is acquiring Vertica.
- Now we know (at least in part) why Vertica went oddly silent for a while.
- As per that same link, Vertica has >250 ordinary customers, and >70 more OEM sell-through ones.
- This is a setback for speculation about any kind of upcoming Aster/HP tie-up.
- Edit: Forgot this one briefly — HP chairman Ray Lane was previously involved with Vertica.
- Vertica arguably is the most mature of the modern column-store DBMS — i.e., the ones that don’t have their roots in bitmaps the way Sybase and SAND do.
- HP executed really badly in data warehouse DBMS and appliances under former CEO Mark Hurd.
- Unfortunately, if you’re quickly researching Vertica, neither Gartner nor Forrester is a reliable source of detailed information.
- It would make sense for HP to acquire StreamBase too, and fold StreamBase into Vertica. Reasons include:
- StreamBase and Vertica are aligned with each other. Both were founded by Mike Stonebraker, with overlapping groups of academic contributors. Both are in the Boston area. StreamBase and Vertica have worked together on various joint customer accounts, especially in the financial services sector.
- Like other independent CEP vendors, StreamBase can’t or won’t accomplish much outside certain niches (mainly financial services).
- StreamBase reports, rather credibly, that it’s doing well in its niches. While StreamBase’s success seems to include a heavy dose of professional services, that hardly would be a deal-breaker for HP.
- It would make partial sense for HP to acquire VoltDB, and fold VoltDB into Vertica.
- VoltDB was actually spun out of Vertica, and incubated in Vertica offices. A lot of thinking has already been done about how to integrate VoltDB and Vertica.
- VoltDB needs the help, as its strategy is not attuned to the needs of succeeding in a highly competitive, rapidly innovative marketplace.
- VoltDB doesn’t have the kind of traction on which a big company like HP could hang an acquisition case or acquisition strategy.
Categories: Complex event processing (CEP), In-memory DBMS, Investment research and trading, Memory-centric data management, StreamBase, VoltDB and H-Store
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