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From the Principal Analyst with Ovum

Tony Baer

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Top Stories by Tony Baer

HP chose the occasion of its Q3 earnings call to drop the bomb. The company that under Mike Hurd’s watch focused on Converged Infrastructure, spending almost $7 billion to buy Palm, 3COM, and 3PAR, is now pulling a 180 in ditching both the PC and Palm hardware business, and making an offer to buy Autonomy, one of the last major independent enterprise content management players, for roughly $11 billion. At first glance, the deal makes perfect sense, given Leo Apotheker’s enterprise software orientation. From that standpoint, Apotheker has made some shrewd moves, putting aging enterprise data warehouse brand Neoview out of its misery, following up weeks later with the acquisition of Advanced SQL analytics platform provider Vertica. During the Q3 earnings call, Apotheker stated the obvious as to his comfort factor with Autonomy: “I have spent my entire professional li... (more)

Another Vote for the Apache Hadoop Stack

As we’ve noted previously, the measure of success of an open source stack is the degree to which the target remains intact. That either comes as part of a captive open source project, where a vendor unilaterally open sources their code (typically hosting the project) to promote adoption, or a community model where a neutral industry body hosts the project and gains support from a diverse cross section of vendors and advanced developers. In that case, the goal is getting the formal standard to also become the de facto standard. The most successful open source projects are those t... (more)

The Other Shoe Drops: SAP Puts ERP on HANA

This guest post comes courtesy of Tony Baer's OnStrategies blog. Tony is senior analyst at Ovum. By Tony Baer It was never a question of whether SAP would bring it flagship product, Business Suite to HANA, but when. And when I saw this while parking the car at my physical therapist over the holidays, I should’ve suspected that something was up: SAP at long last was about to announce … this. From the start, SAP has made clear that its vision for HANA was not a technical curiosity, positioned as some high-end niche product or sideshow. In the long run, SAP was going to take HANA ... (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)

Progress Scoops Up Savvion in BPM Race

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... (more)