IBM and DB2

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

May 6, 2011

DB2 OLTP scale-out: pureScale

Tim Vincent of IBM talked me through DB2 pureScale Monday. IBM DB2 pureScale is a kind of shared-disk scale-out parallel OTLP DBMS, with some interesting twists. IBM’s scalability claims for pureScale, on a 90% read/10% write workload, include:

More precisely, those are counts of cluster “members,” but the recommended configuration is one member per operating system instance — i.e. one member per machine — for reasons of availability. In an 80% read/20% write workload, scalability is less — perhaps 90% scalability over 16 members.

Several elements are of IBM’s DB2 pureScale architecture are pretty straightforward:

Something called GPFS (Global Parallel File System), which comes bundled with DB2, sits underneath all this. It’s all based on the mainframe technology IBM Parallel Sysplex.

The weirdest part (to me) of DB2 pureScale is something called the Global Cluster Facility, which runs on its own set of boxes. (Edit: Actually, see Tim Vincent’s comment below.) Read more

May 4, 2011

IBM InfoSphere Warehouse pricing, packaging, compression and more

IBM InfoSphere Warehouse 9.7.3 has been announced, and is planned for general availability late this month. IBM InfoSphere Warehouse is, in essence, DB2-plus, where the “plus” comprises:

The main news in this release of InfoSphere Warehouse is probably pricing. While IBM has long had a funky server-power-based pricing scheme, it is now adding per-terabyte pricing, with a twist: IBM InfoSphere Warehouse now can be bought per terabyte of compressed user data. Specifically:

Per-terabyte pricing is generally a good way to think about analytic DBMS costs, for at least two reasons: Read more

May 3, 2011

Oracle and IBM workload management

When last night’s Oracle/Exadata post got too long — and before I knew Oracle would request a different section be cut — I set aside my comments on Oracle’s workload management story to post separately. Elements of Oracle’s workload management story include:

*Recall that “degrees of parallelism” in Oracle Parallel Query can now be set automagically.

One reason I split out this discussion of workload management is that I also talked with IBM’s Tim Vincent yesterday, who added some insight to what I already wrote last August about DB2/InfoSphere Warehouse workload management. Specifically:

April 17, 2011

Netezza TwinFin i-Class overview

I have long complained about difficulties in discussing Netezza’s TwinFin i-Class analytic platform. But I’m ready now, and in the grand sweep of the product’s history I’m not even all that late. The Netezza i-Class timing story goes something like this:

My advice to Netezza as to how it should describe TwinFin i-Class boils down to:  Read more

April 4, 2011

ANTs Software updates

I drafted the partial post quoted below some months ago, but never finished it, as my general posting hiatus hit. Anyhow, I just thought of ANTs again, due to a LinkedIn request from an exec, and it came back to mind. Subsequent news includes that the product had to be temporarily pulled from the market (what a shock), there was $200,000 of IBM revenue through the end of 2010 (by ANTs’ standards, that’s a lot), and at some point three Sybase-to-IBM product sales actually got closed.

ANTs Software recently came (back) to my attention when, ego-surfing, I saw they had made up some falsehoods about me and posted same in their blog. So I posted about ANTs Software. Now that the ANTs Software blog is on my radar, I see there’s another post from CEO Joe Kozak stating his case that ANTs Software is a good investment. I also notice that there’s an active S-1 to sell ANTs Software stock, dated two weeks before the blog post. Frankly, it surprises me that it’s legal to recommend your own stock that emphatically while you’re in registration — but hey, I tend to be on the side of favoring more communication over less.

According to the ANTs Software 10-Q for the quarter ended June 30, ANTs Software has >$2 million in negative working capital — which this offering apparently won’t change (it’s for a shareholder to sell stock, not for ANTs to raise more money for itself).

Actually, ANTs did manage to get its working capital positive again. The key paragraph from the 10-K linked above, emphasis mine, is

The consolidated financial statements contemplate continuation of the Company as a going concern.  However, the Company has had minimal revenues since inception, suffered recurring losses from operations, has generated negative cash flows from operations and has an accumulated deficit of $156.97 million as of December 31, 2010 that raise substantial doubt about the Company’s ability to continue as a going concern. The Company also had significant near-term liquidity needs as of December 31, 2010, including $0.25 million currently due on a line of credit and $2.00 million in notes payable due January 31, 2011. Subsequent to December 31, 2010, the Company received proceeds from a $3.00 million subscription receivable (less $0.39 million in fees, including $0.24 million in dispute) for the sale of 5.18 million shares of common stock pursuant to the BRG Agreement, $0.06 million in proceeds from the exercise of warrants covering 0.13 million shares of common stock and gross proceeds of $0.75 million from the Note and Warrant Purchase Agreements.  The outstanding balance on the line of credit was subsequently repaid and the notes payable were subsequently deferred until January 31, 2013. The Company’s ability to continue as a going concern is dependent upon management’s ability to generate profitable operations in the future and obtain the necessary financing to meet obligations and repay liabilities arising from normal business operations when they come due. The Company anticipates generating profitable operations from marketing and sales of ACS and the growth of our Professional Services offerings for ACS implementations. If the Company does not generate profitable operations or obtain the necessary financing, the Company may not have enough operating funds to continue to operate as a going concern. Securing additional sources of financing to enable the Company to continue the development and commercialization of proprietary technologies will be difficult and there is no assurance of our ability to secure such financing. A failure to generate profitable operations or obtain additional financing could prevent the Company from making expenditures that are needed to pay current obligations, allow the hiring of additional development personnel and continue development of its software and technologies. The Company continues actively seeking additional capital through private placements of equity and debt.

Bottom line: $157 million in losses have produced 3 sales (with more presumably coming) of a product that isn’t that important in the first place (it just helps you move from a perfectly decent DBMS to one you might like better while saving on migration costs). That makes almost any other failure in software industry history look like a rousing success by comparison.

February 28, 2011

Updating our vendor client disclosures

Edit: This disclosure has been superseded by a March, 2012 version.

From time to time, I disclose our vendor client lists. Another iteration is below. To be clear:

With that said, our vendor client disclosures at this time are:

Read more

October 22, 2010

Notes and links October 22, 2010

A number of recent posts have had good comments. This time, I won’t call them out individually.

Evidently Mike Olson of Cloudera is still telling the machine-generated data story, exactly as he should be. The Information Arbitrage/IA Ventures folks said something similar, focusing specifically on “sensor data” …

… and, even better, went on to say:  Read more

September 28, 2010

Evidently IBM bought Cast Iron Systems for $190 million

Sequoia told TechCrunch that Cast Iron Systems was acquired for $190 million. That’s a much more successful exit than I thought.

September 27, 2010

Further thoughts on previous posts

One thing I love about DBMS 2 is the really smart comments a number of readers — that would be you guys — make. However, not all the smart comments are made in the first 5 minutes a post is up, so some readers (unless you circle back) might miss great points other readers make. Well, here are some pointers to some of what you might have missed, along with other follow-up comments to old posts while I’m at it. Read more

September 20, 2010

Some thoughts on the announcement that IBM is buying Netezza

As you’ve probably read, IBM and Netezza announced a deal today for IBM to buy Netezza. I didn’t sit in on the conference call, but I’ve seen the reporting. Naturally, I have some quick thoughts, which I’ve broken up into several sections below:

Read more

← Previous PageNext Page →

Feed: DBMS (database management system), DW (data warehousing), BI (business intelligence), and analytics technology Subscribe to the Monash Research feed via RSS or email:

Login

Search our blogs and white papers

Monash Research blogs

User consulting

Building a short list? Refining your strategic plan? We can help.

Vendor advisory

We tell vendors what's happening -- and, more important, what they should do about it.

Monash Research highlights

Learn about white papers, webcasts, and blog highlights, by RSS or email.