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:

January 19, 2011

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:

October 3, 2010

Notes and links October 3 2010

Some notes, follow-up, and links before I head out to California:  Read more

September 30, 2010

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

September 7, 2010

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:

August 9, 2010

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

July 30, 2010

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

March 19, 2010

Some business trends in the data warehouse market

In recent conversations with various analytic DBMS vendors, a fairly consistent picture has emerged.

February 11, 2010

Intelligent Enterprise’s Editors’/Editor’s Choice list for 2010

As he has before, Intelligent Enterprise Editor Doug Henschen

(Actually, he’s really called it an “award.”)

Read more

February 10, 2010

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

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

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