When we last left Oracle’s big data plans, there was definitely a missing
piece. Oracle’s Big Data Appliance as initially disclosed at last fall’s
OpenWorld was a vague plan that appeared to be positioned primarily as an
appliance that would accompany and feed data to Exadata. Oracle did specify
some utilities, such as an enterprise version of the open source R
statistical processing program that was designed for multithreaded execution,
plus a distribution of a NoSQL database based on Oracle’s BerkeleyDB as an
alternative to Apache Hive. But the emphasis appeared to be extraction and
transformation of data for Exadata via Oracle’s own utilities that were
optimized for its platform.
With Oracle’s announcement of general availability of the big data
appliance, it is filling in the blanks.
As such, Oracle’s plan for Hadoop was competition, not for Cloudera (or
In its rise to leadership of the ERP market, SAP shrewdly placed bounds
around its strategy: it would stick to its knitting on applications and rely
on partnerships with systems integrators to get critical mass implementation
across the Global 2000. When it came to architecture, SAP left no doubt of
its ambitions to own the application tier, while leaving the data tier to the
kindness of strangers (or in Oracle’s case, the estranged).
Times change in more ways than one – and one of those ways is in the data
tier. The headlines of SAP acquiring Sybase (for its mobile assets,
With Strata, IBM IOD, and Teradata Partners conferences all occurring this
week, it’s not surprising that this is a big week for Hadoop-related
announcements. The common thread of announcements is essentially, “We know
that Hadoop is not known for performance, but we’re getting better at it,
and we’re going to make it look more like SQL.” In essence, Hadoop and
SQL worlds are converging, and you’re going to be able to perform
interactive BI analytics on it.
The opportunity and challenge of Big Data from new platforms such as Hadoop
is that it opens a new range of analytics. On o... (more)
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)
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)