Blog: Philippe Nieuwbourg

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January 21, 2008

Atlantic as an answer to Duet

SAP and IBM announced yesterday a new product codenamed Atlantic. In this world of coopetition Atlantic appears as an answer to Duet, previous software developed between SAP and Microsoft. Both software have the same goal: to create an easy connection between desktop environment and corporate databases to access from the desktop to processes, reporting and analytics. Duet is for Microsoft Exchange and Atlantic will be for Lotus Notes. It’s amazing to realize that despite to the large common customer base between SAP and Microsoft, they didn’t yet propose a collaboration tool developed together. Perhaps SAP was more “Microsoft oriented” during the last years… And perhaps an increased competition on ERP for small and medium companies between SAP and Microsoft has changed the game… Anyway you can remember that SAP has been founded by people coming from SAP… it was more that a couple of decade ago… It could be enough to re-launch some rumors between SAP and IBM!

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January 16, 2008

Sun is acquiring MySQL for $ 1 billion

Hot day for acquisitions! BEA finally acquired by Oracle and now Sun put $ 1 billion on the table to catch the Swedish company MySQL and its thousands of customers.
What could be the consequences for BI market?
Nothing direct I think. But on a middle term basis we can imagine that this announcement is seen as a signal for a new step in vendors consolidation. MySQL is not really used in BI applications. Large customers don’t really trust yet in an open source database to store terabytes of strategic data from their corporate data warehouse. But with the cover of a trusted brand like Sun bringing a partner network, large support organization, and strong local presence in many countries… things could change. And if MySQL is seen as a new competitor in the data wrehousing area, I am sure that other vendors including Pentaho or Talend will revise their strategy and search for their next step.

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