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From the Principal Analyst with Ovum

Tony Baer

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Top Stories by Tony Baer

Is it more than coincidence that IT acquisitions tend to come in waves? Just weeks after IBM's announcement to snap up Lombardi, Progress Software today responds with an agreement to put Savvion out of its misery? In such a small space that is undergoing active consolidation, it is hard not to know who's in play. Nonetheless, Progress's acquisition confirms that Business Process Management (BPM)'s pure play days are numbered, if you expect executable BPM. The traditional appeal of BPM was that it was a business stakeholder-friendly approach to developing solutions that didn't rely on IT programmatic logic. The mythology around BPM pure-plays was that these were business user-, not IT-, driven software buys. [Disclosure: Progress Software is a sponsor of BriefingsDirect podcasts.] In actuality, they simply used a different language or notation: process models with org... (more)

Big Data Consolidation Enters Home Stretch as Teradata Buys Aster Data

At this point, probably at least 90 percent or more of analytic systems/data warehouses are easily contained within the SQL-based technologies that are commercially available today. We’ll take that argument a step further: Most enterprise data warehouses are less than 5 terabytes. So why then all the excitement about big data, and why are acquisitions in this field becoming almost a biweekly thing? To refresh the memory, barely a couple weeks back, HP announced its intention to buy Vertica. And this morning came the news that Teradata is buying the other 89 percent of Aster Data ... (more)

Big Moves in Big Data: EMC's Hadoop Strategy

To date, Big Storage has been locked out of Big Data. It’s been all about direct attached storage for several reasons. First, Advanced SQL players have typically optimized architectures from data structure (using columnar), unique compression algorithms, and liberal usage of caching to juice response over hundreds of terabytes. For the NoSQL side, it’s been about cheap, cheap, cheap along the Internet data center model: have lots of commodity stuff and scale it out. Hadoop was engineered exactly for such an architecture; rather than speed, it was optimized for sheer linear scale.... (more)

Informatica's Stretch Goal

Informatica is within a year or two of becoming a $1 billion company, and the CEO’s stretch goal is to get to $3b. Informatica has been on a decent tear. It’s had a string of roughly 30 consecutive growth quarters, growth over the last 6 years averaging 20%, and 2011 revenues nearing $800 million. Abbasi took charge back in 2004, lifting Informatica out of its midlife crisis by ditching an abortive foray into analytic applications, instead expanding from the company’s data transformation roots to data integration. Getting the company to its current level came largely through a seri... (more)

Big Data Brings Big Changes

It’s no secret that rocket .. err … data scientists are in short supply. The explosion of data and the corresponding explosion of tools, and the knock-on impacts of Moore’s and Metcalfe’s laws, is that there is more data, more connections, and more technology to process it than ever. At last year’s Hadoop World, there was a feeding frenzy for data scientists, which only barely dwarfed demand for the more technically oriented data architects. In English, that means: Potential MacArthur Grant recipients who have a passion and insight for data, the mathematical and statistical prow... (more)