Wednesday, July 07, 2010

EMC Acquires Data Warehouse Vendor Greenplum; Creates New “Data Computing” Product Division | Kellblog

Another insightful summary from Mark Logic CEO Dave Kellogg; read the full post if you’re tracking the data warehousing market

So what does all this mean?

  • That storage vendors are going to continue to move up the food chain.  EMC has done a slew of acquisitions — Greenplum looks to be its 53rd — and I expect that to continue.  Storage itself is changing as it continues to include more networking and memory technology.  But storage vendors are changing too, not content to get stuck in the commoditization trap.
  • That yet another type of vendor is now attacking the database market.  In addition to (1) a slew of startups focused on specific niches, we now have (2) SAP via its acquisition of Sybase, and (3) now EMC via Greenplum attacking different segments of the ~$15B/year database market.  The big three oligopoly should not sleep too soundly at night.
  • With my Aster Data board hat on, I’d say that EMC is only getting part of the picture.  Basic data warehousing on big data is only part of the equation.  What customers ultimately want to do with big data is analyze it, and that requires the high-performance execution of complex analytics on big data — something that Aster Data does uniquely well.  Most of the data warehouse DBMS market is focused simply on reducing the price/performance for basic data warehousing.  To my knowledge, only Aster Data is focused on that plus enabling complex, high-end analytics.

EMC Acquires Data Warehouse Vendor Greenplum; Creates New “Data Computing” Product Division | Kellblog

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