IBM STG Trip Report Part 1: Hardware-Software Synergy Yielding Dividends
Every year in the fourth quarter, IBM assembles its Systems & Technology Group (STG – the hardware guys) executives for discussions with the analyst community to review results and discuss the year ahead. STG’s Senior VP Rod Adkins teed up this year’s meeting with a reminder that STG and Software Group (SWG) both now report [...]
IBM’s IOD Showcases DB2, Informix, InfoSphere. Now, About Marketing….
It was hard to decide where to look first in Las Vegas this year at IBM’s flagship information management event. Coming as it did on the heels of a massive, sprawling Oracle Open World, it was also overwhelming, but distinguished itself immediately by its focus. Whereas Oracle has smashed together hardware systems, apps, middleware, java [...]
IBM Acquires Netezza – ADBMS Consolidation Heats Up
IBM’s bid to acquire Netezza makes it official; the insurgents are at the gates. A pioneering and leading ADBMS player, Netezza is in play for approximately $1.7 billion or 6 times earnings. When it entered the market in 2001, it catalyzed an economic and architectural shift with an appliance form factor at a dramatically different [...]
More TDWI Notes – ParAccel Rolling On, HP Stalled, Vertica Leading Insurgents
On my second day at TDWI, I was in meetings all day – events like this are a great opportunity for analysts to catch up with many of the companies they follow at one time, and this particular one was packed with sponsors. Congrats to the folks who sell sponsorships – they had a packed [...]
Oracle Exadata: Early Signs Promising
Exadata is looking good. In the past few months, I’ve had the chance to talk to several early adopters of Oracle Exadata V2, some in connection with a sponsored white paper Oracle has just published. It’s still early, but I see this product as a milestone, regardless of its commercial success. That is still to [...]
