Archive for category Wikibon
Once again the Wikibon team is gearing up for our annual trek to Oracle OpenWorld. As usual we’ll be there with SiliconANGLE’s theCUBE. We’ve watched Oracle evolve into an integrated solutions company and the firm’s recent storage announcement highlights Oracle’s strategy to take out operational costs by tightly integrating hardware and software.
In 2010 Wikibon wrote a piece, which put forth the premise that independent software vendors, and particularly Oracle and Microsoft, were intent on bundling more storage function into application stacks to drive down costs. In that post we said:
VMworld: VMware’s user conference is now in its 10th year. Due to a robust ecosystem and passionate community, this is THE show for virtualization and one of the top events for cloud. VMware has maintained dominance in the server virtualization market, but there are a lot of questions coming into the show. For the fourth year, theCUBE will be broadcasting live video throughout the show to provide in-depth independent analysis and coverage of all of the angles of the show.
While VMware is still dominant in the x86 server virtualization market, there are clear signs that the hypervisor is being commoditized and that competing solutions are closing the functionality gap. Over half of respondents to Wikibon’s survey last year were running multiple hypervisors. Wikibon is digging deeper into customer adoption including both multi-hypervisor environments and what is driving customers to specific solutions.
Share with your peers and as always, Wikibon will be sharing the results freely (see related material at Wikibon.org/VMware). Everyone who takes the survey will also be eligible to win an iPad mini. Wikibon will provide guidance on the following:
There’s an old saying in the data management world: garbage in, garbage out, or GIGO. It means that the results of any data analysis project are only as good as the quality of the data being analyzed. Data quality is of critical importance when data sets are relatively small and structured. If you only have a small sample of data on which to perform your analysis, it better be good data. Otherwise, the resulting insights aren’t insights at all.
Three and a half years after Oracle’s acquisition of Sun, experts continue to debate whether the move was a good one for the world’s largest database company. Adding to the controversy, evidence surfaced last year from HP’s lawsuit against Oracle that certain Oracle sales execs viewed Sun’s hardware business as a “dog,” a claim with which Larry Ellison has said he disagreed. Nonetheless, those on the negative side of the table pinpoint Oracle’s shrinking hardware business, which has seen dramatic declines since the acquisition. Indeed, over the past twelve months, Oracle’s hardware revenue was off 13% in constant currency to $5.4B. Despite Larry’s point of view, this decline in my opinion is precisely because much of Sun’s hardware business was a dog—particularly it’s low-end server and much of its disk storage business.
The show is a mix of both technical and business-centered Hadoop content. There will be a number of major focuses. One such focus is YARN. As I wrote on SiliconANGLE earlier today:
YARN is as a true Hadoop resource manager, allowing multiple applications – MapReduce, SQL, streaming analysis, etc. – to run on a single cluster of machines simultaneously while maintaining high performance levels. With YARN Hadoop is a true multi-application platform that can serve an entire enterprise.
It is Wikibon’s belief that the trends put forth by hyperscale companies are starting to push into the enterprise to create a software-led datacenter. While SDN fits into this trend, there is an even greater opportunity to truly transform the way that the network is managed and potentially disrupt the current industry structure, which is dominated by Cisco. While customers may complain about high prices, networking has traditionally been bought on risk-avoidance and changing vendors can cause a lot of angst and internal resistance. Cisco has done a great job of keeping up with customer requirements over the last 15 years and despite industry consolidation – both acquisition and challengers in the channel – has managed to maintain a long lead, especially in L2/L3 switching. There are rumors that Cisco’s latest spin-in – Insieme Networks – will make some announcements at Cisco Live next week. Whether that happens or not, with Cumulus Networks coming out of stealth today, let’s take a look at some competing visions for where networking is heading.
When defining taxonomy for measuring segments in the IT space, I believe that there should be a corollary from Heisenberg’s uncertainty principal:
Any forecast of a hot topic will undercount the market as everyone jumps on the trend.
NetApp is a company with a rich history, a culture of innovation and is a firm that has consistently proved the naysayers wrong. Still, NetApp is under fire again, including for many some strange reasons:
- The company rocketed out of the recession in 2010 and 2011 and hasn’t been able to sustain its incredible market share gains and growth momentum
- The company has too much cash – nearly $7B
- NetApp is not currently perceived by some on Wall Street as a company positioned for the future.
The benefits of Big Data are often spoken of in the future tense. As in, “Big Data will someday provide enterprises of all types critical insights that allow for increased profitability, improved efficiency and other untold riches.”
Same goes for the technology. Hadoop, some say, will be the foundation of data storage and analytics in the enterprise once it’s proven enterprise-ready.
The reality, however, is that Big Data is today – here and now – delivering on its many promises. We at Wikibon have been documenting Big Data in the Real World for the last two years, including publishing a series of vertical-specific research notes highlighting how enterprises in retail, banking, media, utilities and pharma are leveraging Big Data analytics to drive performance.