Oracle
Analysis of software titan Oracle and its efforts in database management, analytics, and middleware. Related subjects include:
- Oracle TimesTen
- (in The Monash Report)Operational and strategic issues for Oracle
- (in Software Memories) Historical notes on Oracle
- Most of what’s written about in this blog
Netezza Q1 earning call transcript
I finally read the Netezza Q1 earnings call transcript, put out by Seeking Alpha. Highlights included:
- Netezza got 14 new-name accounts and 21 follow-on deals. Average sale in both groups was right around $1 million.
- The economy is tough, deals are slipping, and nobody knows for sure what will happen.
- Netezza’s main head-to-head competitors are Oracle and Teradata. Netezza claims good but not perfect win rates against each, but concedes that those vendors (especially Oracle) of course get other deals Netezza never sees.
- Netezza characterizes Teradata as offering its multiple product lines, trying to upsell many customers from cheaper to more expensive product lines, and being selectively aggressive about pricing. None of this is surprising to me.
- 80% of Netezza’s Q1 revenue, and perhaps even a higher fraction of new-name accounts, was in four vertical markets: “Digital media,” telecom, government, and financial services.
- Some time over the next few months, Netezza will give at least some more clarity about future products.
One tip for the Netezza folks, by the way, from this former stock analyst — you should never use the word “certainly” about a deal you haven’t closed yet. “Almost surely” could be OK, but “certainly” — well, it certainly was not the thing to say.
Greenplum blogs about some customers
I’ve written some about Greenplum’s customers at eBay and Fox Interactive Media. But as I recently grumped, I’m not in the mood right now to write much about other Greenplum customers. Fortunately, Greenplum has filled the gap itself. Marketing chief Paul Salazar just blogged about a number of other big Greenplum customers. And last month Paul blogged in considerable detail about what he characterizes as an enterprise data warehouse (EDW) conversion — Oracle replacement — at a large pharmaceutical company.
| Categories: Application areas, Data warehousing, Greenplum, Oracle | Leave a Comment |
Oracle’s hardware strategy
Larry Ellison stated clearly in an email interview with Reuters (links here and here) that Oracle intends to keep Sun’s hardware business and indeed intends to invest in the SPARC chip. Naturally, I have a few thoughts about this.
As Stephen O’Grady points out, Sun’s main strength lay in selling to the large enterprise market. Well, that’s Oracle’s overwhelming focus too. As I noted two years ago:
One Oracle response is to provide lots of add-on technologies for high-end customers, on the database and middle tiers alike. In app servers it’s done surprisingly well against BEA. It’s sold a lot of clustering. And it’s bought into and tried to popularize niche technologies like TimesTen and Tangosol’s.
This all makes perfect sense – it’s a great fit for Oracle’s best customers, and a way to get thousands of extra dollars per server from enterprises that may already have bought all-you-can-eat licenses to the Oracle DBMS. And being so sensible, it fits into the Clayton Christensen disruption story in two ways:
Oracle may be helpless against mid-tier competition, but it sure has the high-end core of its market locked up.
- As one type of technology is commoditized, value is created in other parts of the technology stack.
Oracle’s ongoing acquisition spree in system software, application software, and now hardware just supports that story. MySQL, embedded Java, and so on may be welcome to Oracle as yet more opportunities to tap additional markets — but Oracle’s emphasis is and surely will remain on the large enterprise market.
The next notable point may be found in Larry’s key quote: Read more
| Categories: Data warehouse appliances, Data warehousing, Exadata, HP and Neoview, IBM and DB2, Oracle | 8 Comments |
IBM’s Oracle emulation strategy reconsidered
I’ve now had a chance to talk with IBM about its recently-announced Oracle emulation strategy for DB2. (This is for DB2 9.7, which I gather has been quasi-announced in April, will be re-announced in May, and will be re-re-announced as being in general availability in June.)
Key points include:
- This really is more like Oracle emulation than it is transparency, a term I carelessly used before.
- IBM’s Oracle emulation effort is focused on two technological goals:
- Making it easy for an Oracle application to be ported to DB2.
- Making it easy for an Oracle developer to develop for DB2.
- The initial target market for DB2’s Oracle emulation is ISVs (Independent Software Vendors) much more than it is enterprises. IBM suggested there were a couple hundred early adopters, and those are primarily in the ISV area.
Because of Oracle’s market share, many ISVs focus on Oracle as the underlying database management system for their applications, whether or not they actually resell it along with their own software. IBM proposed three reasons why such ISVs might want to support DB2: Read more
DBMS transparency layers never seem to sell well
A DBMS transparency layer, roughly speaking, is software that makes things that are written for one brand of database management system run unaltered on another.* These never seem to sell well. ANTs has failed in a couple of product strategies. EnterpriseDB’s Oracle compatibility only seems to have netted it a few sales, and only a small fraction of its total business. ParAccel’s and Dataupia’s transparency strategies have produced even less.
*The looseness in that definition highlights a key reason these technologies don’t sell well — it’s hard to be sure that what you’re buying will do a good job of running your particular apps.
This subject comes to mind for two reasons. One is that IBM seems to have licensed EnterpriseDB’s Oracle transparency layer for DB2. The other is that a natural upgrade path from MySQL to Oracle might be a MySQL transparency layer on top of an Oracle base.
| Categories: ANTs Software, Dataupia, Emulation, transparency, portability, EnterpriseDB and Postgres Plus, IBM and DB2, Market share and customer counts, MySQL, Oracle, ParAccel | 11 Comments |
MySQL storage engine round-up, with Oracle-related thoughts
Here’s what I know about MySQL storage engines, more or less.
- MySQL with MyISAM is fast. But it’s not transactional. Except for limited purposes, MySQL with MyISAM is a pretty crummy DBMS. Nothing can change that.
- MySQL with InnoDB is transactional. But it’s not particularly fast. MySQL with InnoDB is a pretty mediocre DBMS. Oracle could fix that, at least partially, over time.
- I don’t know much about Falcon, Maria, and so on. With Oracle winding up owning both MySQL and InnoDB, the motivation for those engines (except as Oracle-free forks) might fade.
- Infobright is the most established of the rest. At the moment I’m not recommending it for most industrial-strength uses unless the user is particularly cash-constrained. But I wouldn’t be surprised if that changed soon. A cheap, fast, simple columnar analytic DBMS has a place in the world.
- Kickfire is next in line, offering a hardware-based growth path for users who’ve maxed out on what unaided MySQL can do. It remains to be seen for how many users the desire to keep things simple and stay with MySQL outweighs the desire to avoid custom hardware. Having Oracle salespeople all over those accounts surely wouldn’t help. Kickfire also has a second market, namely OEM vendors who are mainly interested in the superfast chip. That would probably be pretty unaffected by Oracle.
- Tokutek offers a technical proposition that’s hard to match head-on without going the CEP route. Users who care are likely to be MySQL shops. Tokutek’s main challenge is to prove that it sufficiently outdoes competing technical strategies for sufficiently many users. Oracle ownership of MySQL seems pretty irrelevant to Tokutek’s success or failure.
- Calpont offers a kind of lightweight Exadata alternative. With Calpont’s packaging and positioning perennially unclear, it’s difficult to predict the effect of a particular change — i.e., Oracle buying MySQL — in Calpont’s market environment.
- I haven’t heard from transactionally-oriented ScaleDB since I wrote about them a year ago. Apparently, they’re rolling out beta product this week, and their venerable techie guru sadly passed away earlier this month.
| Categories: Calpont, Columnar database management, Data warehousing, Exadata, Infobright, Kickfire, MySQL, Open source, Oracle, Tokutek and TokuDB | 14 Comments |
Should the Oracle/MySQL combo face antitrust opposition?
Oracle is a powerhouse in database management systems, but it’s hardly a monopolist. IBM revels in contriving figures that show it to have market share comparable to Oracle’s, and Microsoft has a very solid position as well. Smaller players like Teradata, Sybase, and MySQL are also thriving. And of course there’s a whole wave of newer DBMS companies, from Netezza on, showing that the DBMS industry isn’t even the secure oligopoly it appeared to be earlier this decade.
However, it’s certainly legitimate to define a product category of “real” DBMS that includes everything from MySQL on up, but not Microsoft Access and other low-end data management products. In that universe, while MySQL is a trivial addition to Oracle’s revenue, it’s a huge increment to Oracle’s unit market share. A merged Oracle/MySQL will dwarf the competition in ways that Oracle or MySQL alone don’t. Read more
| Categories: MySQL, Open source, Oracle | 10 Comments |
First thoughts on Oracle acquiring Sun
- Wow.
- And during the week of the MySQL conference, too.
- In the must-read slide presentation, Oracle’s says all the right things about being committed to all product lines and technologies. On the whole, this is believable.
- Oracle says it’s focusing Sun hardware sales on existing Oracle/Sun customers. Makes sense.
- Oracle mentions OpenStorage prominently. Makes sense. Integrating DBMS with storage is Oracle’s high-end DBMS future. (E.g., Exadata.)
- HP can’t be happy.
- MySQL and InnoDB are reunited.
- MySQL is apt to get decent, much as it would have under IBM.
- Even so, if you really believe in open source’s freedom, it’s time to look at PostgreSQL …
- … or EnterpriseDB’s Postgres Plus, although my recent dealings with EnterpriseDB underscore the importance of being VERY careful about counting your fingers after you shake hands with that company.
- And I wouldn’t be surprised if another shoe dropped soon on the EnterpriseDB front. (Please excuse the mixed metaphor.)
- I used to laugh at how many different app servers Sun had acquired. Oracle acquired a number too. Together it’s quite a pile of them.
- Oracle says acquiring Java is a great big deal. I’m not sure I see why that would really be true.
More later. I have a radio interview in a few minutes on a very different subject.
| Categories: EnterpriseDB and Postgres Plus, HP and Neoview, MySQL, Open source, Oracle, PostgreSQL | 20 Comments |
Ingres update
I talked with Ingres today. Much of the call was fluff — open-source rah-rah, plus some numbers showing purported success, but so finely parsed as to be pretty meaningless. (To Ingres’ credit, they did offer to let me talk w/ their CFO, even if they offered no promises as to whether he’d offer any more substantive information.) Highlights included: Read more
| Categories: Actian and Ingres, Data warehousing, EnterpriseDB and Postgres Plus, MySQL, Open source, Oracle, PostgreSQL, Sybase | 6 Comments |
Why should anybody worry about Oracle’s tweaks to Red Hat Enterprise Linux (RHEL)?
Internet News offers an overview of how Oracle’s own version of Red Hat Enterprise Linux does or doesn’t different from generic RHEL. The defining example appears to be an alternate file system that Oracle finds useful, but Red Hat doesn’t want to bother offering. (Oracle says it donates all extensions back to the community, putting the onus on the community whether or not to use them in Linux versions other than Oracle’s.) The question is:
Does this count as an Oracle fork of (Red Hat Enterprise) Linux or doesn’t it?
My answer is:
Who cares? Read more
| Categories: Open source, Oracle | 1 Comment |