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:
Sound bites on HP/Microsoft and Neoview
HP and Microsoft put out a press release. Three new appliances are being announced, and we’re being reminded of at least one past announcement. I wasn’t briefed, and wouldn’t want to comment on, say, price/performance or feature particulars. That said:
- HP Neoview seems pretty dead.
- I haven’t heard a single favorable reference to HP Neoview since I remarked in March, 2010 that “HP Neoview is reeling.”
- A reporter asked me “What went wrong?” Well, almost any new analytic DBMS/appliance product will compete mainly on two things in its early days — price/performance (or absolute performance), and just how (im)mature it initially is. (Aster Data may be the only prominent exception to that rule.) Presumably, HP Neoview did badly by those metrics.
- HP Neoview was widely conjectured to be a pet project of ousted former HP CEO Mark Hurd.
- Nobody tells me of competing with Microsoft SQL Server 2008 Parallel Data Warehouse either (i.e. Madison/DATallegro). Thus, in particular, I haven’t heard any reason to believe there’s anything good about the technology, especially now that the ever-upbeat Stuart Frost has left Microsoft. I’m conjecturing that Parallel Data Warehouse is focused heavily on the existing Microsoft installed base.
- Speaking of Aster — even under NDA, they won’t tell me or give me any useful hints as to who their undisclosed strategic investor is. Well, HP has a long history of investing in sometimes-competing DBMS vendors (back to Oracle and Informix), and a good reason to keep quiet (reluctance to admit the end of Neoview). Hmm …
- The consolidation appliance in the HP/Microsoft announcement is a clear response to Oracle’s Exadata strategy, or (which is probably more accurate) to the same market opportunity Oracle identified.
- I couldn’t quite figure out whether the cheap data warehouse appliance included Microsoft PowerPivot support, but that would make sense if it did.
| Categories: Aster Data, Data warehouse appliances, Data warehousing, HP and Neoview, Microsoft and SQL*Server | 3 Comments |
Notes and links October 3 2010
Some notes, follow-up, and links before I head out to California: Read more
| Categories: GIS and geospatial, Google, HP and Neoview, Humor, Kickfire, Netezza, Solid-state memory, Teradata, Web analytics | 3 Comments |
Ray Lane at HP
Leo Apotheker is taking over as CEO of HP, and Ray Lane as chairman. I don’t know Leo, but I did talk a lot with Ray when he was at Oracle in the 1990s. Quick observations include: Read more
| Categories: HP and Neoview, Oracle, Vertica Systems | 9 Comments |
Soundbites about Mark Hurd joining Oracle
I’m on “vacation”, so I don’t know how timely I’ll be in getting back to reporters with quotes on Mark Hurd’s new job at Oracle. I put “vacation” in quotes because my father has been in a coma for over a week back in Ohio; I’m getting stonewalled for information about his and especially about my senile mother’s condition (while there’s a support structure making sure nothing too ridiculous happens, the whole thing has been even harder to block out for a while than if a full set of medical ethics were being used); Linda arrived here with an injury that has largely wrecked the vacation for her (if we had confidence in the local doctors we’d be seeing them for sure, and may yet see them anyway); and the mix of lesser factors is otherwise normal — great place, I took way too much work with me and had clients demanding more, connectivity was deplorable and is still unreliable (this post has been spread out over several hours by yet another connectivity outage), and weather has been a pleasant surprise to date (but clearly I’m benefiting from it a lot less than usual).
My thoughts on Mark Hurd (who I’ve never met) joining Oracle include:
- Mark Hurd is one of the least successful leaders in the modern history of the DBMS industry.
- Mark Hurd presided over Teradata while Teradata allowed a bunch of smaller competitors to grow up.
- Mark Hurd was said to be the prime mover behind HP Neoview, which has been an epic failure.
- Mark Hurd was in charge of HP when HP lost the Exadata business to Sun, and it’s not clear that the loss was just because Oracle bought Sun.
- Mark Hurd seems to have done poorly running services businesses at HP as well, at least in terms of their reputations.
- None of this means that Mark Hurd can’t do a good job on the volume-hardware side of Oracle. Nor does it seem likely that Hurd would get the power to gut Oracle’s R&D the way he is reputed to have gutted HP’s. And by the way, the investment in the HP Neoview fiasco shows that Hurd didn’t COMPLETELY gut R&D at HP either.
- The Mark Hurd hire is a signal that Oracle is very serious about hardware/software integration. Notwithstanding any of the foregoing, Hurd can surely talk the hardware/software integration game. And one can reasonably spin Hurd’s HP Neoview failure as a high-desire, low-odds attempt to get into the database software/hardware stack business.
- The time to assess whether Oracle will continue with the hardware/software integration emphasis will be when Mark Hurd leaves. Just as Ray Lane’s departure coincided with a reversal of the software/services integration strategy he so successfully championed, Hurd’s eventual departure could signal a backing off from emphasizing a software/hardware stack.
- Mark Hurd’s sexual harassment problems sound similar to Al Gore’s:
- He got services of the sort that are often a euphemism (massage in Gore’s case, escort in Hurd’s).
- The provider(s) just wanted to provide the real thing, not the euphemistic part as well.
- Unpleasantness ensued.
| Categories: Data warehouse appliances, Exadata, HP and Neoview, Oracle, Teradata | 12 Comments |
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
| Categories: Analytic technologies, Aster Data, Calpont, Cassandra, Couchbase, Data warehouse appliances, Data warehousing, EMC, Exadata, Facebook, Greenplum, HP and Neoview, Kickfire, NoSQL, OLTP, ParAccel, Sybase, XtremeData | 1 Comment |
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, JPMorgan Chase, Market share and customer counts, Oracle, Teradata | 4 Comments |
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
February, 2011 edit: I’ve now commented on Gartner’s 2010 Data Warehouse Database Management System Magic Quadrant as well.
At intervals of a 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 |