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
Patrick Walravens’ SAP/Teradata speculation doesn’t make much sense
A persistent analyst named Patrick Walravens keeps speculating about an SAP acquisition of Teradata. So far as I can tell, Walravens is the sole source of this rumor, evidently because he actually thinks the combination would make some kind of business sense.
An example of the “logic” behind this theory is:
Mr. Walravens’s latest evidence pointing to such a move stems from the expected departure of a SAP executive who had been running the company’s NetWeaver software line, which includes a data warehouse package.
At a guess, Walravens is saying that Teradata’s products and SAP’s BI Accelerator somehow substitute for each other in the marketplace. If you believe that comparison, I’d like to sell you a railroad locomotive made by Jaguar. Read more
| Categories: Data warehousing, SAP AG, Teradata | 5 Comments |
What leading DBMS vendors don’t want you to realize
For very high-end applications, the list of viable database management systems is short. Scalability can be a problem. (The rankings of most scalable alternatives differ in the OLTP and data warehouse realms.) Extreme levels of security can be had from only a few DBMS. (Oracle would have you believe there’s only one choice.) And if you truly need 99.99% uptime, there only are a few DBMS you even should consider.
But for most applications at any enterprise – and for all applications at most enterprises – super high-end DBMS aren’t required. There are relatively few applications that wouldn’t run perfectly well on PostgreSQL or EnterpriseDB today. Ingres and Progress OpenEdge aren’t far behind (they’re a little lacking in datatype support). Ditto Intersystems Cache’, although the nonrelational architecture will be off-putting to many. And to varying degrees, you can also do fine with MySQL, Pervasive PSQL, MaxDB, or a variety of other products – or for that matter with the cheap or free crippled versions of Oracle, SQL Server, DB2, and Informix.
What’s more, these mid-range database management systems can have significant advantages over their high-end brethren. Read more
The other shoe finally drops for Oracle and BEA
As previously noted, I’ve been writing about an Oracle/BEA merger since 2002. So like many observers, I find I have little more to say on the subject. Let’s go straight to the bullet points: Read more
| Categories: HP and Neoview, IBM and DB2, Oracle, Oracle TimesTen, SAP AG | 2 Comments |
Intelligent Enterprise’s list of 12/36/48 vendors
I’m getting a flood of press releases today, because many of the companies I write about were selected to Intelligent Enterprise’s list of 12 most influential vendors plus 36 more to watch in the areas Intelligent Enterprise covers (which seems to be pretty much the analytics-related parts of what I write about here and on Text Technologies). It looks like a pretty reasonable list, although I think they forced the issue in some of the small analytics vendors they selected, and of course anybody can quibble with some of the omissions.
Among the companies they cited, you can find topical categories here for IBM (and Cognos), Informatica, Microsoft, Netezza, Oracle, SAP/Business Objects (both), SAS, and Teradata; QlikTech; Cast Iron, Coral8, DATAllegro, HP, ParAccel, and StreamBase; and Software AG. On Text Technologies you’ll find categories for some of the same vendors, plus Attensity, Clarabridge, and Google. There also are categories for some of these vendors on the Monash Report.
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:
- Database openness (not important)
- 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
| Categories: Analytic technologies, Business intelligence, Business Objects, Cognos, IBM and DB2, Memory-centric data management, ParAccel, SAP AG | 1 Comment |
SAP is losing crucial managerial talent
In the past month or so, both Dennis Moore and Nimish Mehta have left SAP. Their reasons are well-known among Oracle alumni to be — at least in large part — discomfort with SAP’s direction. (My unnamed sources on that are highly reliable.) And of course Shai Agassi left earlier this year. It now looks as if my contrarian viewpoint pooh-poohing the importance of Shai’s departure was probably wrong.
Based on all that, I don’t think there’s much reason for optimism about SAP’s system software futures, except perhaps for those that are placed wholly under the control of the Business Objects division. NetWeaver? Already a creaking omnibus. MaxDB? They didn’t get it right the first time around; what will be different now? BI Accelerator? That one actually could do well under Business Objects. The dream of other kinds of appliances? Not likely to achieve take-off. TREX? They weren’t really enhancing that much anyway. The rest of the search-related vision Dennis outlined for me? That’s another one that actually could thrive under Business Objects, but I expect a considerable number of false starts at best before they work out a coherent new strategy.
The high-end app business, the new SaaS business, the new Business Objects subsidiary — any and all of those could do well. But the attempts to become a broad-based system software player rivaling Oracle, Microsoft, and/or IBM are looking a lot less healthy than they used to.
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Technorati Tags: SAP, NetWeaver, Business Objects, TREX, BI Accelerator
| Categories: Business intelligence, Business Objects, SAP AG | 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
The era of memory-centric BI may have finally started
SAP is acquiring Business Objects. There’s nothing inherent in BI Accelerator’s design that ties it to NetWeaver, SAP star schema InfoCubes, or any other particular current implementation detail. So BI Accelerator could become a lot more than an afterthought.
Combine that with Cognos’s acquisition of Applix and the continued success of upstart QlikView, and we could finally see a general memory-centric BI boom.
Maybe. There have been a lot of false alarms before.
| Categories: Analytic technologies, Business intelligence, Business Objects, Cognos, Memory-centric data management, QlikTech and QlikView, SAP AG | 3 Comments |
SAP takes back MaxDB from MySQL
Way back in January, 2006, I wrote that MaxDB was not getting merged into MySQL. Given that, it makes sense for SAP to take back control of the product. As The Reg reports, that’s exactly what’s happening.
The bigger question is — how’s MySQL’s SAP certification coming along? Whether or not MySQL gets SAP-certified and included in the SAP product catalog will be a huge indicator of whether it’s ready for OLTP prime time.
Anybody want to place bets on which midrange OLTP DBMS gets certified for SAP first, MySQL or EnterpriseDB? MySQL has a large head start, but if my clients at EnterpriseDB have their priorities straight, they might wind up lapping MySQL even so.
| Categories: EnterpriseDB and Postgres Plus, Mid-range, MySQL, OLTP, SAP AG | 4 Comments |
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 |