April 11, 2007
Deal prospects for data warehouse DBMS vendors
The fourth Monash Letter is now posted for Monash Advantage members (just 3 pages this time). It’s about forthcoming M&A in data warehouse DBMS, something that seems likely just because of the large number of current players. Some of the observations are:
- Oracle needs to buy somebody, because of its rather dire product problems at the data warehouse high end. And it’s very much in keeping with their recent behavior to do so.
- Teradata could be acquired sooner than people think. While there are tax considerations preventing an outright sale, these should be obviated if all of the current NCR is taken private. What’s more NCR minus Teradata is exactly the kind of healthy, slow-growth, niche company that private equity loves.
- DATAllegro is a natural merger partner for somebody. Their technical differentiation is almost DBMS-independent, so it could be easy to roll them into a larger overall product strategy. And they have enough market traction to have proved some non-trivial value.
- Kognitio seems desperate these days, with several odd or even underhanded marketing tactics. But they do have MPP bitmap software, something Sybase sorely lacks. So there’s an obvious potential combination between those two.
Categories: Data warehouse appliances, Data warehousing, DATAllegro, Kognitio, Oracle, Sybase, Teradata
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3 Responses to “Deal prospects for data warehouse DBMS vendors”
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Curt – I’ve been doing some looking online and trying to find out some more about WX2. What is the underlying database? From Kognitio’s website it appears that the whole stack is custom: the database, the communication and parallelization layer, etc. Is that the case?
Thanks,
David
Kognitio’s technology comes from White Cross, which built a custom-everything system back in the 1990s. It seemed pretty promising; I actually gave a thumbs-up doing due diligence for their VC.
The company name change was in connection with a recent merger with some kind of middleware/data movement company. But that doesn’t change the basics — it’s their own DBMS software, originally built and optimized for certain kinds of analytic queries.
CAM
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