Happy Belated Birthday Oracle Exadata (aka Database Machine)

tyoung — Thu, 01 Oct 2009 01:43:41 GMT

The sky did not fall in for Netezza as Oracle predicted. Instead, we've gone from strength to strength. TwinFin extends our lead and at our current run rate, TwinFin customers will soon outnumber Exadata’s. My sense is that Oracle has fewer than 25 Exadata installations although I suspect many of these are not paid-for customers in the strict "hand over the money" sense of the word. For a company with the inside track on over 250,000 customers, 25 installations in a year is hardly stellar success -- it's what a statistician may call a "rounding error." This is also low when you consider that in the same time period over twice this number of Oracle customers churned to Netezza, presumably pausing to consider Exadata on their way.

Oracle's challenge is greater than people imagine: their portability advantage is now their Achilles’ heal. Portability across different hardware systems -- Oracle's first killer app -- is a hindrance in the appliance model whose advantage lies in very specific software designed for a specific hardware configuration. For Oracle, generalization means that all the baggage that comes with an Oracle database for performance tuning and data management -- such as results caching, buffers, indexing, partitioning, tablespaces (ie the stuff you don’t need in Netezza) — is standard in Exadata. This increases costs, slows throughput and makes for the very same unwieldy solution people are trying to escape.

Oracle is responding to Netezza (and Teradata) in the same way that the incumbent database vendors responded to Oracle in the 1980s: they are bolting-on "me too" features to existing products and hoping their customers won't be tempted by alternative solutions. Cullinet's IDMS/R is a great example. It was their attempt to be seen to embrace the relational model by adding relational features to their CODASYL database. But history shows no one was convinced and it was too little too late. Another spanner jamming Oracle's works is that the value of thoroughbred appliances is so visible and easily realized, their "PL/SQL standardization" trump card is easily discredited: when the business suffers, there's not much to discuss!

So what does the coming year hold for Exadata? Well, a new hardware platform announcement sends Oracle back to the starting line. There's a switch in tone from 'the world’s fastest data warehouse that can do OLTP' (circa 2008) to 'the world’s fastest OLTP database that can do data warehousing." But regardless of anything else, a sure fire thing is Oracle will claim victory and performance leadership. The full-page ads are probably already commissioned.

A Piece of Plastic Worth its Weight in Gold

tyoung — Wed, 17 Jun 2009 17:46:18 GMT

Just when I thought I would stop moaning about Oracle, and avoid accusations of paranoia, I learned that back in my hometown of England, Oracle has been bragging about how since they announced Exadata, Netezza haven't closed a single deal. Apart from the fact that this simply isn't true, it's an odd claim for a vendor 100 times our size and one known for making bold claims. How about a bit of bragging about how many Exadata deals Oracle has closed? Isn't that the yardstick for success?

Oracle has been in the data management business some 25 years longer than Netezza. Based on understanding their own clients’ business strategies, Oracle has advised thousands of companies on their IT strategy and - in numerous cases - this advice has even been paid for. So any notion that Oracle didn't see the explosion of data and analytics looming on the horizon is ridiculous. Quite frankly, if Oracle had done their job properly, Netezza would have never existed in the first place!

So here's the crunch. Given Oracle is a trusted IT advisor with the inside track, reputation and relationship with tens of thousands of companies, Exadata's progress in the market since September 2008 has been appalling. And let's not forget that with 100 times the muscle of Netezza other benefits come to play -- like brand recognition, marketing and sales coverage, misleading ads in the Wall Street Journal, partner leverage and so on.

Rather than crowing about their success, they should be blushing with sheer embarrassment.

With such a poor track record, one can only conclude that Exadata can't be very good. Think about it: if a little start-up, like Dataupia or Greenplum, had released it no one would be taking it seriously. This suggests that the only thing of any value with this machine is the little plastic button on the front that says "Oracle"!

I'm still sleeping at night.

Crossing the Line

Happy Belated Birthday Oracle Exadata (aka Database Machine)

A Piece of Plastic Worth its Weight in Gold