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Merv Adrian

Hello and welcome to my BeyeNETWORK blog! I will use this blog to share my thoughts and observations on new analytic business applications and data management : vendor briefings, case studies, events and other activities that stimulate ideas will be the source. I believe the emergence of this new class of application, and new emerging data management tools, herald a next step in the maturity of information technology, and I'm excited to be present for its emergence. I hope my blog entries will stimulate ideas that will serve both the vendors creating these new solutions and the companies that will improve their business prospects as a result of applying them. Please share your thoughts and input on the topics.

About the author >

Merv, Principal at IT Market Strategy, has spent 3 decades in the information technology industry. As Senior Vice President at Forrester Research, he was responsible for all of Forrester’s technology research for several years, before returning to his roots as an analyst covering the software industry and launching Forrester’s well-regarded practice in Analyst Relations. Prior to his Forrester role, Merv was Vice President and Research Manager with responsibility for the West Coast staff at Giga Information Group. Merv focused on facilitating collaborative research among analysts, and served as executive editor of the monthly Research Digest and weekly GigaFlash. He chaired the GigaWorld conference (and later Forrester IT Forum) for several years, and led the jam band, a popular part of those events, as a guitarist and singer.

Prior to becoming a technology analyst, Merv was Senior Director, Strategic Marketing at Sybase, where he also worked as director of marketing for data warehousing and director of analyst relations. Prior to Sybase, Merv served as a marketing manager at Information Builders, where he founded and edited a technical journal and a marketing quarterly, subsequently becoming involved in corporate and product marketing and launching a formal AR role.

Before entering the IT industry, Merv spent a decade building systems in the securities, banking and transportation industries in New York, including several years as a manager of end user computing at Shearson Lehman Brothers and a stint as a statistical analyst at the Federal Reserve Bank of New York. His early analysis of the micro-to-mainframe market and its impact on decision support, The Workstation Data Link, was published by McGraw-Hill in 1988.

Merv was a member of the Advisory Board of the International Data Warehouse Association in its formative years, and served as editor of the NY PC User Group Newsletter in the mid-‘80s. He holds a B.S. in business administration (finance) from CUNY’s Baruch College.

Sybase has announced yet another record revenue result for the third quarter of 2009.  Like other leading data management firms, its database business demonstrated continuing vitality in a difficult economic period. With 32% growth in database licensing revenues against a strong year over year comparison, the venerable DBMS provider continued a string of recent strong results.

A 30% operating margin was icing on the cake; John Chen has proved to be a careful steward for the firm as it has carefully navigated a changing environment for its database, mobile middleware, and messaging businesses. Although Europe is still not strong, Sybase's steady inroads in Asia, particularly China, continue to be a spur to growth, and John Chen called out the strong US Federal business as a key contributor as well.

Chen was upbeat about the future, indicating that the pipeline looks good and raising the guidance for Wall Street to suggest that the company will achieve another record in Q4. Expect to see a  little more presence from the surviving "tier 1.5" database vendor - but not enough. Sybase continues to hide its light under a bushel, ceding too much mindshare to noisier competitors. Perhaps in 2010 we'll see a rampup in visibility, but I'm not counting on it. And with these results, maybe they've got it right. Still, one can't help but wonder: what if they made some noise?


Posted November 20, 2009 12:01 PM
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