When was the last time
you thought about Sybase prior to
SAP’s acquisition last year – a 5.8 billion acquisition?

They were big company in the
’80s and ’90s and actually
they were a database company, but SAP was smart.
They saw the database wars before a lot of other people did.
We see the database wars going
on now, different approaches around
structured data and unstructured data
at the stratacommerce where we had
The Cube live there for two days.

It was phenomenal, we had great guests there.
And what came out of that
was this whole philosophical positioning
around what’s successful.
You see things out there like
Cassandra, you see like Pudupe,
and you saw things on
the structured database side that were all
so you have the convergence of these
structured and unstructured landscapes of databases.

Databases will continue to be
important in this world, because
you have to store the data some way.
How you store the data is one issue.
How the data comes out, fast
data as we say, and we
coined the term, is going
to be the most important important
thing in my opinion because the
legacy issues around mobility, et cetera.

As they say, I
hadn’t thought about Sybase until SAP made this acquisition last year.
So I scratched my head and said, “What’s this all about?”
And a lot of times companies
make an acquisition and the
positioning is X. And
then a year later, it’s

I was impressed,
John, that SAP said that their
positioning is all around
mobility and because Sybase
– and I have some proof
points there – it’s the dominant platform for SMS.

It’s got device management for mobile device management.
Now we seeing it become
a fundamental part of SAP
strategy, and SAP today
said publicly that that mobility
and in-memory analytics piece of
its business is going to
be a 7 biliion dollar business, a quarter of its revenue by 2015.

Yeah, and there is
Dennis Howard who is a
industry analyst and we know
from the blogger lounge here and
from around the world, I’ve
known him for years, he writes for ZDnet
and he’s a prolific blogger.
Close to the SAP house, he’s
got a great tight relationship with the
executives and really is a strong analyst.

He’s always on the
counterpoint in most cases
but he’s also in some
cases on the favorable point at SAP.
So I want to quote something from him.
This is SiliconAngle.TV,
the world leader in tech coverage, The
Cube, this is our flagship
telecast where we go
on events and get the
data and from Dennis
Howard regarding SAP he wrote
the following today to us
and I will read from my
Skype window where the data
came in:

“Many of my
closest colleagues believe SAP is conflicted.

On one hand, it has a
track record of success for
what it does that is second to none.
On the other hand, it
is striving to remain relevant
in a world dominated by Google, Facebook, and Apple.
SAP can learn from these players. SAP
Sybase acquisition has the
potential to become a huge
pot of gold where everyone’s a winner.

It has a mobile story that’s
attractive, if problematic from a developer’s perspective.”

More on that tomorrow once we get into the nuts and bolts.
So, Dennis Howlett is actually following this.
I totally agree with him on this.
Absolutely right on the money.
The in-memory thing could be a huge pot of gold.
It was very strategic for Sybase
to be in there and they
were a full year ahead of the curve.

Now that whole SSD stuff is hot.
Sybase has been integrating into
SAP, and that’s a good thing.
And again, huge pot of gold, and again on the other part, syrup.
SAP has got envy of Google
and Apple and Facebook, of course.
But those are consumer brands.

The consumer bubble is booming, we
see that and we’re talking here about consumerization of
IT, Dave, and that’s exactly
what Dennis is talking about,
so hat’s off to Dennis Howlett for that quote.
We appreciate that.

Yeah, insightful analysis there and
I would agree with much of what he said, if not more.
And the consumerzation IT, John,
is a trend that you and I
have been talking about for a long
time and it’s clear
now that innovation is occurring
at the consumer level in its seeping in to the enterprise.

It used to be the other way around, right?
Used to be the big enterprise
whales like IBM that did all
the innovation, you know the
PCs were toys etc. and now it’s Amazon.

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