Oracle

Analysis of software titan Oracle and its efforts in database management, analytics, and middleware. Related subjects include:

July 25, 2012

Thoughts on the next releases of Oracle and Exadata

A reporter asked me to speculate about the next releases of Oracle and Exadata. He and I agreed:

My answers mixed together thoughts on what Oracle should and will emphasize (which aren’t the same thing but hopefully bear some relationship to each other ;)). They were (lightly edited):

July 25, 2012

The eternal bogosity of performance marketing

Chris Kanaracus uncovered a case of Oracle actually pulling an ad after having been found “guilty” of false advertising. The essence seems to be that Oracle claimed 20X hardware performance vs. IBM, based on a comparison done against 6 year old hardware running an earlier version of the Oracle DBMS. My quotes in the article were:

Another example of Oracle exaggeration was around the Exadata replacement of Teradata at Softbank. But the bogosity flows both ways. Netezza used to make a flat claim of 50X better performance than Oracle, while Vertica’s standard press release boilerplate long boasted

50x-1000x faster performance at 30% the cost of traditional solutions

Of course, reality is a lot more complicated. Even if you assume apples-to-apples comparisons in terms of hardware and software versions, performance comparisons can vary greatly depending upon queries, databases, or use cases. For example:

And so, vendor marketing claims about across-the-board performance should be viewed with the utmost of suspicion.

Related links

June 26, 2012

Is salesforce.com going to stick with Oracle?

Surprisingly often, I’m asked “Is salesforce.com going to stick with Oracle?” So let me refer to and expand upon my previous post about salesforce.com’s database architecture by saying:

Some day, Marc Benioff will probably say “We turned off Oracle across most of our applications a while ago, and nobody outside the company even noticed.”

*in that

Note: This blog post is less readable than it would be if I’d found a better workaround to WordPress’ bugs in the area of nested bullet points. I’m sorry.

May 3, 2012

Big Data hype?

A reporter wrote in to ask whether investor interest in “Big Data” was justified or hype. (More precisely, that’s how I reinterpreted his questions. 🙂 ) His examples were Splunk’s IPO, Teradata’s stock price increase, and Birst’s financing. In a nutshell:

1. A great example of hype is that anybody is calling Birst a “Big Data” or “Big Data analytics” company. If anything, Birst is a “little data” analytics company that claims, as a differentiating feature, that it can handle ordinary-sized data sets as well. Read more

April 7, 2012

Many kinds of memory-centric data management

I’m frequently asked to generalize in some way about in-memory or memory-centric data management. I can start:

Getting more specific than that is hard, however, because:

Consider, for example, some of the in-memory data management ideas kicking around. Read more

March 21, 2012

Comments on Oracle’s third quarter 2012 earnings call

Various reporters have asked me about Oracle’s third quarter 2012 earnings conference call. Specific Q&A includes:

What did Oracle do to have its earnings beat Wall Street’s estimates?

Have a bad second quarter and then set Wall Street’s expectations too low for Q3. This isn’t about strong results; it’s about modest expectations.

Can Oracle be a leader in both hardware and software?

Beyond that, please see below.

What about Oracle in the cloud?

MySQL is an important cloud supplier. But Oracle overall hasn’t demonstrated much understanding of what cloud technology and business are all about. An expensive SaaS acquisition here or there could indeed help somewhat, but it seems as if Oracle still has a very long way to go.

Other comments

Other comments on the call, whose transcript is available, include: Read more

March 16, 2012

Juggling analytic databases

I’d like to survey a few related ideas:

Here goes. Read more

February 21, 2012

The 2011/2012 Gartner Magic Quadrant for Business Intelligence Platforms — company-by-company comments

This is one of a series of posts on business intelligence and related analytic technology subjects, keying off the 2011/2012 version of the Gartner Magic Quadrant for Business Intelligence Platforms. The four posts in the series cover:

The heart of Gartner Group’s 2011/2012 Magic Quadrant for Business Intelligence Platforms was the company comments. I shall expound upon some, roughly in declining order of Gartner’s “Completeness of Vision” scores, dubious though those rankings may be.  Read more

February 21, 2012

Business intelligence industry trends

This is one of a series of posts on business intelligence and related analytic technology subjects, keying off the 2011/2012 version of the Gartner Magic Quadrant for Business Intelligence Platforms. The four posts in the series cover:

Besides company-specific comments, the 2011/2012 Gartner Magic Quadrant for Business Intelligence (BI) Platforms offered observations on overall BI trends in a “Market Overview” section. I have mixed feelings about Gartner’s list. In particular:

Here’s the forest that I suspect Gartner is missing for the trees:

Read more

February 11, 2012

Applications of an analytic kind

The most straightforward approach to the applications business is:

However, this strategy is not as successful in analytics as in the transactional world, for two main reasons:

I first realized all this about a decade ago, after Henry Morris coined the term analytic applications and business intelligence companies thought it was their future. In particular, when Dave Kellogg ran marketing for Business Objects, he rattled off an argument to the effect that Business Objects had generated more analytic app revenue over the lifetime of the company than Cognos had. I retorted, with only mild hyperbole, that the lifetime numbers he was citing amounted to “a bad week for SAP”. Somewhat hoist by his own petard, Dave quickly conceded that he agreed with my skepticism, and we changed the subject accordingly.

Reasons that analytic applications are commonly less complete than the transactional kind include: Read more

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