Analysis of SAP AG, and most especially its memory-centric BI Accelerator technology. Also covered are SAP’s overall database, connectivity, and analytics strategies. Related subjects include:
As a new year approaches, it’s the season for lists, forecasts and general look-ahead. Press interviews of that nature have already begun. And so I’m working on a trilogy of related posts, all based on an inquiry about hot analytic trends for 2012.
This post is a moderately edited form of an actual interview. Two other posts cover analytic trends to watch (planned) and analytic vendor execution challenges to watch (already up).
|Categories: Business intelligence, Cloud computing, Data warehouse appliances, Data warehousing, EMC, Greenplum, HP and Neoview, QlikTech and QlikView, SAP AG, Software as a Service (SaaS), Tableau Software, Vertica Systems||4 Comments|
It is widely rumored that there will be a leadership change at HP (Meg Whitman in, Leo Apotheker out). In connection with that, I found myself holding forth on points such as:
- HP needs to make outstanding enterprise systems again.
- They fell away from that target under Mark Hurd, but they surely can hit it again, based on the remnants of DEC (Digital Equipment Corporation), Tandem, the higher-end part of Compaq, and of course the original HP systems group.
- In particular:
- Rumors say that Oracle Exadata 1 boxes, made by HP, were much lower quality than Exadata 2 boxes made by Sun.
- HP Neoview was a waste of good engineering talent.
- I’d like to see a few excellent Vertica appliances.
- I hope the SAP HANA appliances go well, whenever HANA finally becomes a serious product.
- The general move from disk to solid-state memory should offer some opportunities.
In January, 2010, I posited that it might be helpful to view data as being divided into three categories:
- Human/Tabular data –i.e., human-generated data that fits well into relational tables or arrays.
- Human/Nontabular data — i.e., all other data generated by humans.
- Machine-Generated data.
I won’t now stand by every nuance in that post, which may differ slightly from those in my more recent posts about machine-generated data and poly-structured databases. But one general idea is hard to dispute:
Traditional database data — records of human transactional activity, referred to as “Human/Tabular data above” — will not grow as fast as Moore’s Law makes computer chips cheaper.
And that point has a straightforward corollary, namely:
It will become ever more affordable to put traditional database data entirely into RAM. Read more
|Categories: Analytic technologies, Cache, In-memory DBMS, memcached, Memory-centric data management, OLTP, Oracle, Oracle TimesTen, SAP AG, solidDB, Storage, Theory and architecture, VoltDB and H-Store||23 Comments|
Edit: This disclosure has been superseded by a March, 2012 version.
From time to time, I disclose our vendor client lists. Another iteration is below. To be clear:
- This is a list of Monash Advantage members.
- All our vendor clients are Monash Advantage members, unless …
- … we work with them primarily in their capacity as technology users. (A large fraction of our user clients happen to be SaaS vendors.)
- We do not usually disclose our user clients.
- We do not usually disclose our venture capital clients, nor those who invest in publicly-traded securities.
- Included in the list below are two expired Monash Advantage members who haven’t said they will renew, as mentioned in my recent post on analyst bias. (You can probably imagine a couple of reasons for that obfuscation.)
With that said, our vendor client disclosures at this time are:
- Aster Data
- SAND Technology
- Schooner Information Technology
The Forrester Wave: Enterprise Data Warehouse Platforms, Q1 2011 is now out,* hot on the heels of the Gartner Magic Quadrant. Unfortunately, this particular Forrester Wave is riddled with inaccuracy. Read more
|Categories: Analytic technologies, Columnar database management, Data warehousing, EMC, Exadata, Greenplum, Netezza, Oracle, Pricing, SAP AG, Sybase, Teradata, Vertica Systems||8 Comments|
In no particular order: Read more
|Categories: Business intelligence, EnterpriseDB and Postgres Plus, Fun stuff, Hadoop, Humor, In-memory DBMS, MapReduce, Memory-centric data management, Open source, Oracle, SAP AG||2 Comments|
As you might imagine, there are a lot of blog posts I’d like to write I never seem to get around to, or things I’d like to comment on that I don’t want to bother ever writing a full post about. In some cases I just tweet a comment or link and leave it at that.
And it’s not going to get any better. Next week = the oft-postponed elder care trip. Then I’m back for a short week. Then I’m off on my quarterly visit to the SF area. Soon thereafter I’ve have a lot to do in connection with Enzee Universe. And at that point another month will have gone by.
Anyhow: Read more
|Categories: Analytic technologies, Business intelligence, Data warehousing, Exadata, GIS and geospatial, Google, IBM and DB2, Netezza, Oracle, Parallelization, SAP AG, SAS Institute||3 Comments|
Raj Nathan of Sybase has been calling around to chat quickly about the SAP/Sybase deal and related matters. Talking with Raj didn’t change any of my initial reactions to SAP’s acquisition of Sybase. I also didn’t bother Raj with too many hard questions, as he was clearly in call-and-reassure mode, reaching out to customers and influencers alike.
That said, Read more
|Categories: Aleri and Coral8, Analytic technologies, Business intelligence, Columnar database management, Complex event processing (CEP), In-memory DBMS, Memory-centric data management, Mid-range, SAP AG, Sybase, Theory and architecture||13 Comments|
For as long as we’ve had the concept of database management, there’s been a debate as to whether it is realistic for large enterprises to have a single Grand Unified Enterprise Storehouse Of All Information, or whether database proliferation actually makes sense. This argument has been particularly intense in the area of data warehouse/data marts. I’m generally on the side of data mart proliferation.
SAP is acquiring Sybase. On the conference call SAP said Sybase would be run as a separate division of SAP (no surprise). Most of the focus was on Sybase’s mobile technology, which is forecast at >$400 million in 2010 revenues (which would be 30%ish of the total). My quick reactions include: Read more