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
We know what BEA is — now it is just a matter of negotiating the price
After the long Oracle/Peoplesoft drama, I don’t see any likely way the Oracle bid for BEA will end with anything other than a rather rapid acquisition of BEA, probably by Oracle.
But for now it’s not a done deal, as BEA is quite reasonably still haggling about price.
| Categories: Application servers, Oracle | 1 Comment |
More on the Oracle-BEA deal
Jeff Nolan has a great post on the Oracle/BEA deal. Yeah, he still has some of his old SAP good/Oracle evil reflexes, but he can be forgiven those and the tinfoilhattishness associated with them. His analysis of sellers’ and buyers’ deal habits is revealing and sound. Ditto the start of his remarks on Oracle product delays and internal politics, and SAP/Oracle competition. Even better, nothing in his analysis seems to disagree with mine. 🙂
What Oracle now needs to do is make Oracle Application Server be a seamless “upgrade” from Weblogic. Then they can integrate in whatever kitchen-sink stuff they want from Oracle data caching (already there), app and/or dev tool run times, TimesTen, Tangosol, and so on, creating an app server stack that’s a worthy counterpart to the Oracle database in how it meets high-end OLTP needs. Meanwhile, Weblogic should remain as a not-bloated app-server-for-the-rest-of-us. Read more
Three ways Oracle or Microsoft could go MPP
I’ve been arguing for a while that Oracle and Microsoft are screwed in high-end data warehousing. The reason is that they’re stuck with SMP (Symmetric Multi-Processing) architectures, while Teradata, Netezza, DATAllegro, and many others enjoy the benefits of MPP (Massively Parallel Processing). Thus, Teradata and DATAllegro boast installations in the hundreds of terabytes each, while Oracle and Microsoft users usually have to perform unnatural acts of hard-coded partitioning even to reach the 10 terabyte level.
That said, there are at least three ways Oracle and/or Microsoft could get out of this technical box:
1. They could buy or just partner with MPP vendors such as Dataupia, who offer plug-compatibility with their respective main DBMS.
2. They could buy whoever they want, plug-compatibility be damned. Presumably, they’d quickly add a light-weight data federation front-end to give the appearance of integration, then merge the products more closely over time.
3. They could develop or buy technology like DATAllegro’s, which essentially federates instances of an ordinary SMP DBMS across nodes of an MPP grid (Greenplum does something similar). I imagine that, for example, ripping Ingres out of DATAllegro and slotting in Oracle instead would be a pretty straightforward exercise; even without dramatic change to any of the optimizations, the resulting port would be something that ran pretty quickly on Day 1.
Bottom line: Oracle and Microsoft are hemorrhaging at the data warehouse high end now. But there are ways they could stanch the bleeding.
Oracle and BEA — sometimes I am waaaay early
Back in December, 2002, I wrote up the rationale for an Oracle acquisition of BEA. The deal finally seems like it may be happening. Oddly, when I proposed it then, I was accused by Oracle’s analyst relations department of being “unprofessional” for having the temerity to suggest it. And while the specific individual who threw that tantrum is long gone, I haven’t talked all that much with Oracle’s core server groups since … but I digress.
Actually, the logic of an Oracle/BEA deal now isn’t much different from what it was way back then. One exception is that in the intervening half-decade Oracle has acquired a formidable amount of experience in integrating large and/or technically overlapping acquisitions. Technically, however, the story remains pretty much the same. Oracle’s app server and BEA Weblogic do pretty similar things, more or less compliant to standards, only with different add-on functionality. And BEA’s most important add-ons are in an area — integration with outside applications — where Oracle has long needed to improve.
| Categories: Application servers, Data integration and middleware, EAI, EII, ETL, ELT, ETLT, Oracle | 6 Comments |
Another firm that never sees DB2 in data warehousing
At the Teradata show today, I talked with Mike Weber of Scorecard Systems Inc. Scorecard’s business is vertical BI for telecommunications companies to analyze call data. They support Teradata (obviously), Oracle, and Microsoft SQL*Server, with Netezza coming soon. But not DB2.
Mike says that, in ten years in this business, he’s never seen DB2. Read more
| Categories: Analytic technologies, Business intelligence, Data warehousing, IBM and DB2, Microsoft and SQL*Server, Oracle, Teradata | 2 Comments |
The four horsemen of data warehousing
I’ve been talking a lot to text mining vendors this week, as per a series of posts over on Text Technologies. Specifically, I’ve focused on the two with exhaustive extraction strategies, namely Attensity and Clarabridge. (Exhaustive extraction is Attensity’s term for separating the linguistic-analysis part of text mining from the DBMS-based BI/analytics part.)
So I asked each of Attensity and Clarabridge the side question as to which data warehouse software or appliances they were seeing. The answers were almost identical — Oracle, Microsoft SQL*Server, Teradata, and Netezza. One also mentioned MySQL and 2 HP prospects — but the HP sites were running NonStop SQL, not NeoView. Amazingly, there were no mentions of DB2. There also weren’t any mentions of the smaller specialist startups, such as DATAllegro, Greenplum, or Vertica.
Oracle sincerely flatters DATAllegro
Actually, I’m kidding with the post title; I doubt that Oracle’s new deal with DATAllegro partners Dell and EMC has much to do with DATAllegro at all. Rather, I think it’s an example of a trend I’m also sensing* from other major hardware vendors — doing deals with multiple data warehouse software suppliers to cover different hardware size ranges. This just happens to be the first one to be announced.
*How’s that for a nice, vague euphemism?
DATAllegro is targeted at warehouses sized, at a minimum, in the tens of terabytes of user data. Oracle’s technology works well enough up into at least the multi-terabyte range — unless you’re looking to get the best possible price and/or performance on your system — but then things start getting dicey. So there isn’t a lot of overlap between the two Dell/EMC offerings. Read more
| Categories: Analytic technologies, Data warehouse appliances, Data warehousing, DATAllegro, EMC, Oracle | 1 Comment |
Oracle and SAP outline different market strategies
I’ve written extensively in the past about the differences between Oracle and SAP’s technical paradigms. (In a nutshell, Oracle is first and foremost about data, while SAP is about business process.) Last week, the respective companies’ CEOs outlined very different business strategies as well. Specifically, SAP’s Henning Kagermann called SAP’s new ByDemand SaaS offering “most important announcement I’ve made in my career,” while Oracle’s Larry Ellison outlined a continued high-end strategy as follows (excerpted from Oracle’s September 20 conference call transcript):
Our strategy for growth is to find a way to add more value to the same customers we already serve, which are the large end of the mid-market and large companies. What we’re doing here is moving beyond ERP to industry specific software. So in the telecommunications industry that would be billing systems and network provisioning systems and network inventory systems; core applications to run their business, to run telco. Core applications to run a bank. Core applications to run a retail chain of stores. Core applications to run a utility. That’s our focus, and that allows us to leverage the existing relationships that we have because we already sell databases to these companies, we sell middleware to these companies. We sell ERP and CRM to these companies, and now we want to sell this industry-specific software.
Now, when a CEO says that something is a company’s “most important announcement ever,” it’s time to check your hyperbole meter. (E.g., I recall Larry saying that about, of all things, a release of Oracle’s application development tools.) Still, there are at least three strong reasons to take last week’s statements more or less seriously: Read more
| Categories: Oracle, SAP AG | 2 Comments |
Oracle promises to respond to the data warehouse appliance makers
On Oracle’s quarterly conference call September 20, Larry Ellison said:
There are some interesting niche players. Sybase gets smaller every year. Teradata, a database machine and now there’s some new database machine players, Neteeza, and let me say that Oracle is a very innovative company and I think you’ll see us with a response to some of these niche players some time at the end of this year or next year.
How important this is depends hugely, of course, on just what form Oracle’s response takes.
Oracle already does a great job of accelerating complex queries within the severe limitations of its SMP/shared-everything architecture. If it just does more of the same, perhaps adding in some hardware optimizations and vendor relationships, it will be a big ho-hum. At best, such moves will improve Oracle’s price/performance somewhat and garner some favorable publicity, and postpone the serious bleeding for a while as Oracle tries to find a better way of dealing with the specialist threat.
Much more significant would be a new engine, whether developed inhouse or acquired. Read more
| Categories: Data warehouse appliances, Data warehousing, Oracle | Leave a Comment |
EnterpriseDB has a huge partisan in FTD
The Register has a rip-roaring story on a (currently partial) conversion from Oracle to EnterpriseDB. Basically, FTD is royally pissed-off at Oracle, and EnterpriseDB stepped in with a very fast conversion.
Apparently, FTD decided they needed to Do Something after a Valentine’s Day meltdown, and the project was completed on EnterpriseDB in time for Mother’s Day.
One note of caution: When a user supports a vendor’s marketing this emphatically, it usually has gotten nice breaks on price and/or service. Your mileage may vary. On the other hand, EnterpriseDB is still a small enough company that, if you want them to love you to death, you can be pretty well assured that you’re important enough to them that they’ll do so.
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