IBM and DB2

Analysis of IBM and various of its product lines in database management, analytics, and data integration.

November 12, 2007

An interesting claim regarding BI openness

Analyst conference calls about merger announcements are generally pretty boring. Indeed, the companies involved tend to feel they are legally barred from saying anything interesting, by mandate of both the antitrust regulators and the SEC.

Still, such calls are joyful events, full of strategic happy talk. If one is really lucky, there may a virtuouso tap dancing exhibition as well. On today’s IBM/Cognos call, Cognos CEO Rob Ashe was asked whether he thought Cognos’ independence or lack thereof was as important today as he said it was after SAP announced its BOBJ takeover. Without missing a beat, he responded that there were two kinds of openness:

  1. Database openness (not important)
  2. ERP/business process openness (indeed important)

Hmm. I’m not so sure I agree. To begin with, there aren’t just two major points of potential integration. There’s also a whole lot of middleware: obviously data integration, but also app servers, portals, and query execution acceleration as well. Read more

November 12, 2007

IBM is buying Cognos – quick reactions

Some quick thoughts in connection with IBM’s just-announced plans to acquire Cognos.

1. Ironically, IBM just put out a press release describing a strong-sounding reseller partnership with Business Objects. The deal specified that

Business Objects will begin distributing and reselling IBM DB2 Warehouse with Business Objects XI and CFO Performance Management solutions. In addition, IBM will include a starter edition of Business Objects XI with DB2 and DB2 Warehouse.

Jeff Jones of IBM told me that they also had a partnership with Cognos, but with different details. I guess Cognos will eventually take over that deal, which is an obvious negative for Business Objects.

2. More generally, I can see where Cognos will now likely gain share at DB2 sites, and IBM/Ascential at Cognos sites. I can’t as easily see why Cognos would now lose share at Oracle or Teradata or Netezza sites, or why Ascential would lose share at SAP/BOBJ sites. So there seem to be some genuine synergies here, albeit perhaps modest ones.

3. Thus, I think the negatives in this deal for the remaining independents (Microstrategy, Information Builders, Informatica, etc.) will somewhat outweigh the positives.

4. I’m not a big fan of Cognos’ management, former CEO Ron Zambonini and a few other freethinkers excepted. So from that standpoint I don’t think they have a lot to lose being taken over by Big Blue.

5. Obviously, with most of the dominoes now fallen, the big question is about the future of BI as it – potentially – gets integrated into much larger enterprise technology suites. And I think the answer to that depends a lot more on technology than most people seem to realize. More on that subject later, but here’s one hint:

I think fixing the disappointment that is dashboards will involve taking query volumes up by at least 2 to 3 orders of magnitude. So as great as recent innovations in analytic query performance have been, I hope and trust that so far we’ve only seen the tip of the iceberg.

Links:

1. eWeek on the IBM/Business Objects deal.
2. Press release on the IBM/Business Objects deal.
3. Press release on the IBM/Cognos deal.

October 22, 2007

Native XML performance, and Philip Howard on recent IBM DBMS announcements

Philip Howard went to at least one conference this month I didn’t, namely IBM’s, and wrote up some highlights. As usual, he seems to have been favorably impressed.

In one note, he says that IBM is claiming a 2-5X XML performance improvement. This is a good step, since one of my clients who evaluated such engines dismissed IBM early on for being an order of magnitude too slow. That client ultimately chose Marklogic, with Cache’ having been the only other choice to make the short list.

Speaking of IBM, I flew back from the Business Objects conference next to a guy who supports IMS. He told me that IBM has bragged of an actual new customer win for IMS within the past couple of years (a large bank in China). Read more

October 19, 2007

Gartner 2007 Magic Quadrant for Data Warehouse Database Management Systems

February, 2011 edit: I’ve now commented on Gartner’s 2010 Data Warehouse Database Management System Magic Quadrant as well.

It’s early autumn, the leaves are turning in New England, and Gartner has issued another Magic Quadrant for data warehouse DBMS(Edit: As of January, 2009, that link is dead but this one works.) The big winners vs. last year are Greenplum and, secondarily, Sybase. Teradata continues to lead. Oracle has also leapfrogged IBM, and there are various other minor adjustments as well, among repeat mentionees Netezza, DATAllegro, Sand, Kognitio, and MySQL. HP isn’t on the radar yet; ditto Vertica. Read more

October 9, 2007

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

October 5, 2007

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.

August 12, 2007

Applications for not-so-low-latency CEP

The highest-profile applications for complex event/stream processing are probably the ones that require super-low latency, especially in financial trading. However, as I already noted in writing about StreamBase and Truviso, there are plenty of other CEP apps with less extreme latency requirements.

Commonly, these are data reduction apps – i.e., there’s a gushing stream of inputs, and the CEP engine filters and “enhances” it, so that only a small, modified subset is sent forward. In other cases, disk-based systems could do the job perfectly well from a performance standpoint, but the pattern matching and filtering requirements are just a better fit for the CEP paradigm.
Read more

June 20, 2007

SolidDB caching for DB2

It’s just at the proof-of-concept stage, but Solid has a nice write-up about SolidDB being used as a front-end cache for DB2. Well, it’s a marketing document, so of course there’s a lot of pabulum too, but interspersed there’s some real meat as well. Highlights include 40X throughput improvement and 1 millisecond average response time (something that clearly can’t be achieved with disk-centric technology alone).

Analogies to Oracle/TimesTen are probably not coincidental; this is exactly the upside scenario for the TimesTen acquisition, as well as being TimesTen’s biggest growth area towards the end of its stint as an independent company.

June 14, 2007

Native XML engine short list

I’ve been implying that the short list for native XML database engine vendors should be MarkLogic, IBM, and maybe Microsoft, on the theory that Progress and Intersystems tried the market and pulled back. Well, add Intersystems to the list, and not necessarily in last place. They’ve long had a very fast nonrelational engine in Cache’. Perhaps building Ensemble on it has induced them to sharpen up the XML capabilities again.

Anyhow, while I’m not at liberty to explain more of my reasoning (i.e., to disclose my evidence) — Cache’ should be taken seriously as an XML DBMS alternative … even if I never can seem to get a proper DBMS briefing from them (which is far from entirely being their fault).

June 12, 2007

DBMS plug-compatibility gaining steam

ANTs Software’s primary focus isn’t really even on DBMS any more. Even so, it just announced a deal to replace Informix in a large retail chain’s in-store systems. (In its 1990s heyday, Informix wound up running in-store systems at an impressive list of major retailers. Of course, Informix was long ago acquired by IBM.)

EnterpriseDB has probably passed ANTs in the DBMS plug-compability business. And taken together they’re still pretty small. Even so, plug-compatible DBMS replacement has to be taken seriously as a (possibly) emerging trend. Economically, it makes all the sense in the world.

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