Quickly: Conventional wisdom glosses over China's limitations and problems.
Roger Cohen's starry-eyed China tribute in the New York Times is emblematic of the runaway euphoria surrounding that emerging economy. Threat to America…threat to Asia…ready to overtake Europe in the next 10 years…exploding – the gold rush place to be...450 million cell phones…becoming highly creative and innovative…the new model…the future.
On a recent trip to Shanghai I attended a huge party for Adidas. I was there with a friend of a friend who works for Ticketmaster and specialize in creating exclusive events and PR for brands, bands and celebrities. Now this party was thumpin.' On the top floor of a trendy Shanghai "loft" with a glass floor to see all the way down to the ground 20 odd floors below. The room was chock full of people, and also huge digital billboards broadcasting Adidas commercials and branding messages.
I was at a Forrester event on Wednesday with 50 $1B+ CIOs and Enterprise Architects. When I asked the group whether they thought we were in a recession, three fifth's said "yes." Then I asked whether they thought their tech budgets would be cut this year-- one fourth said "yes." And one smart ass CIO said, "Hey my budget always gets cut -- nothing will be different about this year."
Forrester recently surveyed 233 IT decision-makers who have plans to implement or upgrade to at least some part of MOSS 2007 and asked: "Which of the following best describes your organization's time line for implementing or upgrading to Microsoft Office SharePoint Server?". The results? 21% will upgrade immediately and 41% will do so within 6 months.
With this level of adoption the issue of scalability comes up more and more. In one sense you have architectural concerns with any solution that scales horizontally, uses banks of load-balanced Web servers, application servers, and clusters of SQL servers on the back end. Add high availability and you quickly get a complex environment. To Microsoft's credit there is quite a bit available on performance guidelines. But looking through these, and coping with notions of site collections, lists, file arrangements, performance of folder hierarchies versus flat files, and automatic versus manual partitioning, the bottom line seems to be that even on the new 64 bit architecture with 4 screaming Intel processors, and SQL 5 -- the upper limit of the content repository is 500GB.
The Virtual-Worlds Consortium for Innovation and Learning and SRI Consulting Business Intelligence today released the results of an online survey conducted early in March 2008 titled "Virtual Worlds and Collaborative Work: Survey Results." The organization surveyed 81 people who are active users of virtual worlds (e.g., Second Life) about the use of virtual worlds for collaborative work. Most survey respondents (about 85%) were in North America; the rest were in Europe and Asia. Fewer than 20% of respondents are using virtual worlds mostly for pleasure and fun; 58% have a strong interest in how these technologies can serve for work. Some of the key findings:
Now that I caught your attention with the title -- it's not what you think. It's not about freeing BI from the constraints and limitations of corporate politics, organizational silos, and lack of proper data governance -- although that's a very worthy topic to write about.
This morning, Google will unveil a beta version of its spreadsheet application with some new advanced features, such as Pivot Table. The Pivot Table is a product developed by Panorama, a small, but upcoming BI vendor (they are currently being evaluated in detail by Forrester BI Wave '08), who were, interestingly enough, the original inventors of Microsoft Analysis Services OLAP (Online Analytic Processing) engine. So now, part of Panorama code will be inside two of the biggest software companies in the world!
I spent some time out at MIX in early march getting up to speed with Microsoft's latest product releases for rich Internet application (RIA) development. I thought I'd offer a few thoughts on Ray Ozzie’s keynote.
Like last year, Ray kicked off the conference by sharing Microsoft's vision of SaaS - a slightly different version from the standard view. Given Microsoft’s investments in traditional platforms it makes sense that their vision of SaaS would be of "Software AND a service" as opposed to "software AS a service”. That said, Ray articulated three ideas that are driving Microsoft's vision for development forward. I'll recap as I interpreted them from my seat in the audience:
IBM acquired Encentuate for an undisclosed sum. This underscores the validity of Forrester's prediction that the enterprise single sign-on (E-SSO) market in identity and access management (IAM) will grow from E-SSO's $250 million in 2006 to $2 billion in 2014 - a CAGR of 28.5%. What are the likely implications of this acquisition in the E-SSO marketplace?
1. After CA and Novell, now IBM will have a fully integrated IAM suite in which E-SSO will be first acquired, but later an organically grown product offering - provided that IBM is successful with integrating not only technologies, but the Encentuate engineering, support, and sales resources. Past experience with similar acquisitions show that this often sounds easier than it actually is.
2. Other E-SSO vendors (ActivIdentity and especially Passlogix) will lose some of their market share and will need to ramp up investment in product development to be able to keep their leading edge in product functionality.
Overall, IBM's move signals that E-SSO has become a mature and viable technology which - in conjunction with user account provisioning - will continue to drive the IAM market growth.