HP and Neoview
Discussion of computer giant HP, especially its efforts in data warehousing and business intelligence. Covered are both HP’s own data warehouse appliance Neoview and its partnerships with other software vendors. Related subjects include:
Links and observations
I’m back from a trip to the SF Bay area, with a lot of writing ahead of me. I’ll dive in with some quick comments here, then write at greater length about some of these points when I can. From my trip: Read more
Advice for some non-clients
Edit: Any further anonymous comments to this post will be deleted. Signed comments are permitted as always.
Most of what I get paid for is in some form or other consulting. (The same would be true for many other analysts.) And so I can be a bit stingy with my advice toward non-clients. But my non-clients are a distinguished and powerful group, including in their number Oracle, IBM, Microsoft, and most of the BI vendors. So here’s a bit of advice for them too.
Oracle. On the plus side, you guys have been making progress against your reputation for untruthfulness. Oh, I’ve dinged you for some past slip-ups, but on the whole they’ve been no worse than other vendors.’ But recently you pulled a doozy. The analyst reports section of your website fails to distinguish between unsponsored and sponsored work.* That is a horrible ethical stumble. Fix it fast. Then put processes in place to ensure nothing that dishonest happens again for a good long time.
*Merv Adrian’s “report” listed high on that page is actually a sponsored white paper. That Merv himself screwed up by not labeling it clearly as such in no way exonerates Oracle. Besides, I’m sure Merv won’t soon repeat the error — but for Oracle, this represents a whole pattern of behavior.
Oracle. And while I’m at it, outright dishonesty isn’t your only unnecessary credibility problem. You’re also playing too many games in analyst relations.
HP. Neoview will never succeed. Admit it to yourselves. Go buy something that can. Read more
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 Chase 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 | 1 Comment |
Intelligent Enterprise’s Editors’/Editor’s Choice list for 2010
As he has before, Intelligent Enterprise Editor Doug Henschen
- Personally selected annual lists of 12 “Most influential” companies and 36 “Companies to watch” in analytics- and database-related sectors.
- Made it clear that these are his personal selections.
- Nonetheless has called it an Editors’ Choice list, rather than Editor’s Choice.
(Actually, he’s really called it an “award.”)
Comments on the Gartner 2009/2010 Data Warehouse Database Management System Magic Quadrant
At intervals of little over a year, Gartner Group publishes a Data Warehouse Database Management System Magic Quadrant. Gartner’s 2009 data warehouse DBMS Magic Quadrant — actually, January 2010 — is now out.* For many reasons, including those I noted in my comments on Gartner’s 2008 Data Warehouse DBMS Magic Quadrant, the Gartner quadrant pictures are a bad use of good research. Rather than rehash that this year, I’ll merely call out some points in the surrounding commentary that I find interesting or just plain strange. Read more
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:
Oracle may be helpless against mid-tier competition, but it sure has the high-end core of its market locked up.
- 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
| Categories: Data warehouse appliances, Data warehousing, Exadata, HP and Neoview, IBM and DB2, Oracle | 8 Comments |
First thoughts on Oracle acquiring Sun
- Wow.
- And during the week of the MySQL conference, too.
- In the must-read slide presentation, Oracle’s says all the right things about being committed to all product lines and technologies. On the whole, this is believable.
- Oracle says it’s focusing Sun hardware sales on existing Oracle/Sun customers. Makes sense.
- Oracle mentions OpenStorage prominently. Makes sense. Integrating DBMS with storage is Oracle’s high-end DBMS future. (E.g., Exadata.)
- HP can’t be happy.
- MySQL and InnoDB are reunited.
- MySQL is apt to get decent, much as it would have under IBM.
- Even so, if you really believe in open source’s freedom, it’s time to look at PostgreSQL …
- … or EnterpriseDB’s Postgres Plus, although my recent dealings with EnterpriseDB underscore the importance of being VERY careful about counting your fingers after you shake hands with that company.
- And I wouldn’t be surprised if another shoe dropped soon on the EnterpriseDB front. (Please excuse the mixed metaphor.)
- I used to laugh at how many different app servers Sun had acquired. Oracle acquired a number too. Together it’s quite a pile of them.
- Oracle says acquiring Java is a great big deal. I’m not sure I see why that would really be true.
More later. I have a radio interview in a few minutes on a very different subject.
| Categories: EnterpriseDB and Postgres Plus, HP and Neoview, MySQL, Open source, Oracle, PostgreSQL | 20 Comments |
Somebody is spreading Teradata acquisition rumors again
An mass email from Tom Coffing was forwarded to me today that starts:
I have heard from reliable sources that both HP and SAP have purchased more than 5% of Teradata stock. My sources tell me that both companies appear to be positioning themselves for a bid.
I got my version of the same email from Coffing yesterday with a different introduction but otherwise the same substance (he’s pushing a new product of his). It also had a different From address.
Possible explanations include but are not limited to:
- Coffing knows something (seems unlikely, but I haven’t actually checked www.sec.gov to confirm or disconfirm)
- Coffing thinks he knows something
- Coffing just made this up (I hope not)
- There’s an April Fool’s Day prank going on (not by me — after my bizarre March, I’m recusing myself from April Fool’s pranks this year)
| Categories: Data warehousing, HP and Neoview, SAP AG, Teradata | 4 Comments |
HP and Neoview update
I had lunch with some HP folks at TDWI. Highlights (burgers and jokes aside) included:
- HP’s BI consulting (especially the former Knightsbridge) and analytic product groups (including Neoview) are now tightly integrated.
- HP is trying to develop and pitch “solutions” where it has particular “intellectual property.” This IP can come from ordinary product engineering or internal use, because HP Labs serves both sides of the business. Specific examples offered included:
- Telecom. Apparently, HP made specialized data warehouse devices for CDRs (Call Detail Records) long ago, and claims this has been area of particular expertise ever since.
- Supply chain – based on HP’s internal experiences.
- Customer relationship – ditto
- The main synergy suggested between consulting and Neoview is that HP’s experts work on talking buyers into such a complex view of their requirements that only Neoview (supposedly) can fit the bill.
- HP insists there are indeed new Neoview sales.
- Neoview sales seem to be concentrated in what Aster might call “frontline” applications — i.e., low latency, OLTP-like uptime requirements, etc.
- HP says it did an actual 80 TB POC. I asked whether this was for an 80 TB app or something a lot bigger, but didn’t get a clear answer.
Given the emphasis on trying to exploit HP’s other expertise in the data warehousing business, I suggested it was a pity that HP spun off Agilent (HP’s instrumentation division, aka HP Classic). Nobody much disagreed.
| Categories: Analytic technologies, Business intelligence, Data warehouse appliances, Data warehousing, HP and Neoview, Telecommunications | 4 Comments |
Gartner’s 2008 data warehouse database management system Magic Quadrant is out
Gartner’s annual Magic Quadrant for data warehouse DBMS is out. Thankfully, vendors don’t seem to be taking it as seriously as usual, so I didn’t immediately hear about. (I finally noticed it in a Greenplum pay-per-click ad.) Links to Gartner MQs tend to come and go, but as of now here are two working links to the 2008 Gartner Data Warehouse Database Management System MQ. My posts on the 2007 and 2006 MQs have also been updated with working links. Read more