By James Kobielus
The economic outlook isn't all gloom and doom. Bright spots remain in some substantial IT growth sectors--most important, in the sprawling business intelligence (BI) market.
In the past month, we've seen solid financials--in some cases, record growth and profitability numbers--from leading BI vendors, including SAP (Business Objects), IBM (Cognos), and privately held SAS Institute. Oracle and Microsoft also seem to be doing fairly well with BI-related revenues. Even vendors that only participate in BI environments as a provider of data warehousing (DW) solutions (e.g., Sybase) or data integration (DI) middleware (e.g., Informatica) are reporting outstanding financials all the way through year-end 2008. That includes the period just passed when the world economy began to spiral wildly out of control.
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