SAP AG

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:

November 21, 2011

Some big-vendor execution questions, and why they matter

When I drafted a list of key analytics-sector issues in honor of look-ahead season, the first item was “execution of various big vendors’ ambitious initiatives”. By “execute” I mean mainly:

Vendors mentioned here are Oracle, SAP, HP, and IBM. Anybody smaller got left out due to the length of this post. Among the bigger omissions were:

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November 21, 2011

Analytic trends in 2012: Q&A

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).

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September 22, 2011

HP systems soundbites

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:

May 23, 2011

Traditional databases will eventually wind up in RAM

In January, 2010, I posited that it might be helpful to view data as being divided into three categories:

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

February 28, 2011

Updating our vendor client disclosures

Edit: This disclosure has been superseded by a March, 2012 version.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:

With that said, our vendor client disclosures at this time are:

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February 11, 2011

Comments on the 2011 Forrester Wave for Enterprise Data Warehouse Platforms

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

July 23, 2010

Some interesting links

In no particular order:  Read more

May 23, 2010

Various quick notes

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

May 13, 2010

Further quick SAP/Sybase reactions

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

May 13, 2010

SAP believes in database proliferation

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.

4 1/2 years ago, I noted that SAP believed strongly in database proliferation: Read more

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