SAP AG
Analysis of SAP AG, and most especially its memory-centric BI Accelerator technology. Also covered are SAP’s overall database, connectivity, and analytics strategies. Related subjects include:
- SAP’s Business Objects business intelligence subsidiary
- Memory-centric data management
- Columnar database management
- (in Text Technologies) SAP’s TREX search engine and Inxight text analytics technology
- (in The Monash Report) Strategic issues for SAP
- (in Software Memories) Historical notes on SAP
Traditional databases will eventually wind up in RAM
In January, 2010, I posited that it might be helpful to view data as being divided into three categories:
- Human/Tabular data –i.e., human-generated data that fits well into relational tables or arrays.
- Human/Nontabular data — i.e., all other data generated by humans.
- Machine-Generated data.
I won’t now stand by every nuance in that post, which may differ slightly from those in my more recent posts about machine-generated data and poly-structured databases. But one general idea is hard to dispute:
Traditional database data — records of human transactional activity, referred to as “Human/Tabular data above” — will not grow as fast as Moore’s Law makes computer chips cheaper.
And that point has a straightforward corollary, namely:
It will become ever more affordable to put traditional database data entirely into RAM. Read more
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Edit: This disclosure has been superseded by a March, 2012 version.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:
- This is a list of Monash Advantage members.
- All our vendor clients are Monash Advantage members, unless …
- … we work with them primarily in their capacity as technology users. (A large fraction of our user clients happen to be SaaS vendors.)
- We do not usually disclose our user clients.
- We do not usually disclose our venture capital clients, nor those who invest in publicly-traded securities.
- Included in the list below are two expired Monash Advantage members who haven’t said they will renew, as mentioned in my recent post on analyst bias. (You can probably imagine a couple of reasons for that obfuscation.)
With that said, our vendor client disclosures at this time are:
- Aster Data
- Cloudera
- CodeFutures/dbShards
- Couchbase
- EMC/Greenplum
- Endeca
- IBM/Netezza
- Infobright
- Intel
- MarkLogic
- ParAccel
- QlikTech
- salesforce.com/database.com
- SAND Technology
- SAP/Sybase
- Schooner Information Technology
- Skytide
- Splunk
- Teradata
- Vertica
Comments on the 2011 Forrester Wave for Enterprise Data Warehouse Platforms
The Forrester Wave: Enterprise Data Warehouse Platforms, Q1 2011 is now out,* hot on the heels of the Gartner Magic Quadrant. Unfortunately, this particular Forrester Wave is riddled with inaccuracy. Read more
| Categories: Analytic technologies, Columnar database management, Data warehousing, EMC, Exadata, Greenplum, Netezza, Oracle, Pricing, SAP AG, Sybase, Teradata, Vertica Systems | 8 Comments |
Some interesting links
In no particular order: Read more
| Categories: Business intelligence, EnterpriseDB and Postgres Plus, Fun stuff, Hadoop, Humor, In-memory DBMS, MapReduce, Memory-centric data management, Open source, Oracle, SAP AG | 2 Comments |
Various quick notes
As you might imagine, there are a lot of blog posts I’d like to write I never seem to get around to, or things I’d like to comment on that I don’t want to bother ever writing a full post about. In some cases I just tweet a comment or link and leave it at that.
And it’s not going to get any better. Next week = the oft-postponed elder care trip. Then I’m back for a short week. Then I’m off on my quarterly visit to the SF area. Soon thereafter I’ve have a lot to do in connection with Enzee Universe. And at that point another month will have gone by.
Anyhow: Read more
| Categories: Analytic technologies, Business intelligence, Data warehousing, Exadata, GIS and geospatial, Google, IBM and DB2, Netezza, Oracle, Parallelization, SAP AG, SAS Institute | 3 Comments |
Further quick SAP/Sybase reactions
Raj Nathan of Sybase has been calling around to chat quickly about the SAP/Sybase deal and related matters. Talking with Raj didn’t change any of my initial reactions to SAP’s acquisition of Sybase. I also didn’t bother Raj with too many hard questions, as he was clearly in call-and-reassure mode, reaching out to customers and influencers alike.
That said, Read more
SAP believes in database proliferation
For as long as we’ve had the concept of database management, there’s been a debate as to whether it is realistic for large enterprises to have a single Grand Unified Enterprise Storehouse Of All Information, or whether database proliferation actually makes sense. This argument has been particularly intense in the area of data warehouse/data marts. I’m generally on the side of data mart proliferation.
4 1/2 years ago, I noted that SAP believed strongly in database proliferation: Read more
| Categories: Data warehousing, SAP AG, Theory and architecture | 3 Comments |
Quick reactions to SAP acquiring Sybase
SAP is acquiring Sybase. On the conference call SAP said Sybase would be run as a separate division of SAP (no surprise). Most of the focus was on Sybase’s mobile technology, which is forecast at >$400 million in 2010 revenues (which would be 30%ish of the total). My quick reactions include: Read more
Quick news, links, comments, etc.
Some notes based on what I’ve been reading recently: Read more
Intelligent Enterprise’s Editors’/Editor’s Choice list for 2010
As he has before, Intelligent Enterprise Editor Doug Henschen
- Personally selected annual lists of 12 “Most influential” companies and 36 “Companies to watch” in analytics- and database-related sectors.
- Made it clear that these are his personal selections.
- Nonetheless has called it an Editors’ Choice list, rather than Editor’s Choice. 🙂
(Actually, he’s really called it an “award.”)