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Blog: Merv Adrian Subscribe to this blog's RSS feed!

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Welcome to my BeyeNETWORK blog! Please join me often to share your thoughts and observations on new analytic platforms, BI and data management. I maintain a vendor-focused practice that uses primary research, briefings, case studies, events and other activities that stimulate ideas as a source for commentary on strategy and execution in the marketplace. I believe the emergence of a new class of analytic platforms, and emerging data management and advanced 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.

 

 

May 2010 Archives

Attunity (ATTUF), a small OTC-traded company out of Massachusetts, is quietly building up its base, expanding a 1000-customer foothold in real-time change data capture (CDC) and data replication that has made it one of the few remaining independent players standing. With Oracle's acquisition of GoldenGate and SAP's announced plan to acquire Sybase, many firms are thinking about having an alternative supplier. Attunity's competitors these days include iWay and Progress DataDirect - few firms can offer robust support for data sources like RMS, VSAM, NonStop SQL, Enscribe and Adabas as well as common RDBMSs like DB2, SQL Server and Oracle, and that leaves Attunity a relatively wide-open opportunity. Attunity recently announced a 53% year-over-year growth in license revenues; it's profitable (although GAAP profitability, while in sight, has yet to be achieved) and beginning to repay its debt. With less than $2M in revenues, it may well find itself an acquisition target, to boot.

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Posted May 31, 2010 10:59 PM
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In a seemingly perfect marriage of product and target market, database pioneer Mike Stonebraker's new in-memory database company VoltDB has emerged from stealth mode using the open source model, soon to be open core. Its first release, GPL licensed Community Edition will appeal to developers who need blindingly fast transaction processing and are willing to do a lot of work themselves to get there - the do it yourself (DIY) database. Who better than the Gluecon community? Gluecon was the perfect place to do the formal roll out, filled as it is with hands-on folks looking to work with NoSQL products (like Cassandra, CouchDB, MongoDB, Riak, Voldemort, etc.)

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Posted May 26, 2010 3:23 PM
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It's not what you think - the hidden jewel for the near term may just be SQL Anywhere. Read on. Disclosure: I worked at Sybase in the last millennium, when it hit the wall at $1B the first time and bounced. Over the next few years, Oracle dramatically outdistanced itself, in large part, as it turned out, because of the massive opportunity presented by SAP. Thousands of huge installs atop the Oracle DBMS, and not one with Sybase. Why? Because of a technology disagreement. SAP wanted row-level locking. Sybase's answer: "Let us tell you why you're wrong to want it." Leaving aside the lesson to be learned from that one, let's talk about how much the newly acquired Sybase database portfolio does for SAP. I'm leaving the best for last, because all the chatter has been about ASE and IQ, but read to the end.

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Posted May 13, 2010 3:23 PM
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SAP announced today that it will acquire Sybase for $65.00 per share, representing an enterprise value of approximately $5.8 billion. The announcement says that "customers will be able to better harness today's explosion of data and deliver information and insight in real time to business consumers wherever they work so they can make faster, more informed decisions." But the vision goes beyond that: the combined companies will be able to deliver the ability to act on those decisions, anywhere. The combination of SAP's substantial share of its customers' transactional systems with Sybase's mobile expertise in messaging and application development tools for mobile devices affords extraordinary opportunities that are not lost on management. Following the public press event, I chatted with Vishal Sikka, SAP's CTO, and Dr. Raj Nathan, EVP and CMO of Sybase. We covered some of the opportunities on the table and SAP's plans for its new assets.

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Posted May 12, 2010 10:04 PM
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