Sid Adelman

Mr. Sid Adelman

President, SID ADELMAN AND ASSOCIATES INC


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GLG News by Mr. Sid Adelman, President

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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SAP/Informatica Strengthens both Software Vendors

August 8, 2007

SAP Cozies up to Informatica | www.tdwi.org

The agreement gives additional credibility to Informatica's products. SAP's use of Informatica's products greatly rounds out SAP's BI capabilities.

Will Wal Mart Dump Teradata?

August 6, 2007

HP nabs Wal-Mart as data warehousing customer | www.computerworld.com

This could have a significant impact on Teradata's install base. This could have a significant impact on Teradata's growth within existing customers. This is major as the data in most data warehouses of growing dramatically.

Will Management by Data be the Differentiator of Success

August 2, 2007

Now, It's Business By Data, but Numbers Still Can't Tell Future | online.wsj.com

Most large and medium size organizations have a business intelligence and a data warehouse capability. This can mean the difference in how well an organization markets to its customers, how it monitors its suppliers, how it supports its employees, and how it controls its costs. Being able to properly analyze data including data mining and predictive analytics can help set a corporation's strategic direction, keep it from making the big mistakes, and can help uncover problems before they become unmanageable and very costly.

How Safe are Oracle Acquisitions?

August 2, 2007

Oracle's Secret Weapon: Charles Phillips | www.informationweek.com

Oracle has acquired 31 companies in the last two years. Will the customers of these acquistions stay with Oracle? Some customers are unhappy with the new relationship, the pricing, and the support. Customers are concerned that Oracle will somehow try to force them into more Oracle centric products and force them into using the Oracle database management system. For example, Oracle will not be supporting DB2 on PeopleSoft as well as it supports the Oracle DBMS on PeopleSoft.

DW Appliance impact on Teradata, Oracle, and IBM

March 23, 2007

Data Warehouse Appliances Serve Up Data by the Gulp | intelligententerprise.com

Data Warehouse (DW) data requirements are tripling every three years.

DW appliances are more cost effective than solutions from Oracle, DB2 (IBM), or Teradata.
 
DW appliances will take business away from Oracle, DB2 (IBM) and Teradata (NCR).

Oracle's purchase of Hyperion

March 19, 2007

Oracle Comes Clean - Sort of | www.tdwi.org

Oracle now has a more complete suite of business intelligence products.

There will be an impact on the pure-play BI vendors including Business Objects, Cognos, and Microstrategy.

Existing Hyperion customers will be concerned.

Green Impact on Hardware and Software Sales

March 19, 2007

Green is Good | www.informationweek.com

Green is in right now and organizations are looking for opportunities to enhance their green credentials but are looking for ways to improve their profits as well

The electricity to run computers, including cooling and other related requirements, uses significant amounts of electricity. Energy efficiency will reduce costs and look green and sustainable.

Hardware consolidation can significantly reduce electricity usage. This consolidation will have an impact on both hardware and software vendors.

Oracle's Suite is Complete

March 12, 2007

Oracle Buys Hyperion for $3.3B | www.redherring.com

 Oracle has all the categories of BI products necessary for a data warehouse implementation.

It will be harder for the independents (Business Objects, Cognos, Microstrategy, Informatica, SAS) to sell against them.

Green Programs Cut Costs

March 5, 2007

How IT Can Support Sustainability and Improve Profits | www.eiminstitute.org

CEOs now realize that taking action to improve our planet can also  lower their costs.
Companies are looking for opportunities that reduce their use of energy, lower utility bills, and improve the health of their employees.
Business Intelligence (BI) can provide information to identify opportunities for cost saving and sustainability.

From Green to Green

March 5, 2007

Corporate ecology gets seriously green | www.latimes.com

 Taking environmental action is good for business

Companies are paying closer attention to the environment's effect on the bottom line.

Some organizations are being headed up now by executives who are more socially responsible than those we have seen in the past.

Combating Customer Attrition

February 5, 2007

Not Fade Away | www.destinationcrm.com

The companies that have figured out how to retain profitable customers will be the survivors. Most organizations today do not do an adequate job of understanding why their customers leave. Understanding how organizations support their customers should be a key determinant of a company's value.

ROI Demanded for Business Intelligence Projects

January 31, 2007

IT Struggles to Show BI Value | www.computerworld.com

Tangible benefits are often required to support data warehouse budgets. Business Intelligence managers have difficulty getting credit for the benefits that come from data warehouse applications. Tight purse strings mean less revenue for the vendors including Business Objects, Cognos, Microstrategy, Oracle, IBM (DB2), Sybase, Teradata, Hyperion, Informatica and Microsoft.

SAP Making it Easier

January 26, 2007

SAP Warms on Costs of a Simpler Product | online.wsj.com

SAP is trying to make its installation easier. SAP would like to minimize the time and cost of the typical installation

Oracle Databases are Feeling the Strain

January 24, 2007

Oracle DB Users Wrestle with Storage Deman | www.computerworld.com

Database growth is challenging the ability to add new applications. Oracle database administrators are finding it difficult to keep up with new storage requirements.

Problems with Oracle

January 23, 2007

Philly Flushes Oracle Out of Water Bill Project | www.computerworld.com

We are seeing more and more failed IT projects. Oracle has to cover $6.9 million in costs from a failed water utility project.

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