I’ve recently had the opportunity to talk with a small sample of SLES 11 and RH 6 Linux users, all developing their own applications. All were long-time Linux users, and two of them, one in travel services and one in financial services, had applications that can be described as both large and mission-critical.
The overall message is encouraging for Linux advocates, both the calm rational type as well as those who approach it with near-religious fervor. The latest releases from SUSE and Red Hat, both based on the 2.6.32 Linux kernel, show significant improvements in scalability and modest improvements in iso-configuration performance. One user reported that an application that previously had maxed out at 24 cores with SLES 10 was now nearing production certification with 48 cores under SLES 11. Performance scalability was reported as “not linear, but worth doing the upgrade.”
Overall memory scalability under Linux is still a question mark, since the widely available x86 platforms do not exceed 3 TB of memory, but initial reports from a user familiar with HP’s DL 980 verify that the new Linux Kernel can reliably manage at least 2TB of RAM under heavy load.
File system options continue to expand as well. The older Linux FS standard, ETX4, which can scale to “only” 16 TB, has been joined by additional options such as XFS (contributed by SGI), which has been implemented in several installations with file systems in excess of 100 TB, relieving a limitation that may have been more psychological than practical for most users.
Teradata announced today that it was entering into an agreement to acquire Aprimo, a privately held enterprise marketing platform company, with a strong focus on Campaign Management and Marketing Resource Management (MRM). Coming on the heels of the acquisition binge by IBM who acquired Unica, Coremetrics, and a bunch of other analytics and data management companies, we can safely say that marketing automation and campaign management solutions are up for grabs.
I was briefed by Teradata and Aprimo executives on the rationale for the acquisition. They expect the deal, valued at US$525 million, to close in Q1 2011. Now this is an even greater premium than IBM paid for Unica. So besides this being a very happy holiday season for Aprimo executives and the board, what does this mean for marketers, CI professionals, and competitors? Here’s my take on the deal:
Signals Teradata’s seriousness about the application business. Clearly all the data that drives Teradata's revenue isn’t enough. This acquisition signals a belief that Teradata views the business application space as critical to drive the utilization of the enterprise data warehouse. The fact that Aprimo has a strong on-demand marketing software business isn’t lost on Teradata either.
Strong complementary fit. In my experience covering this market and helping CI professionals select marketing technology, I rarely see Aprimo and Teradata compete in the same deal. Aprimo is always a better fit in B2B, mid-enterprise, or process management focused deals while Teradata TRM is a better fit in high-volume, retail-centric, or analytical campaign management propositions. So the coming together of these companies means strengthening the other’s weakness. In addition, they share some marquee clients like Walmart and Dell, which always helps.
Two months ago, we announced our upcoming Forrester Forrsights Software Survey, Q4 2010. Now the data is back from more than 2,400 respondents in North America and Europe and provides us with deep and sometimes surprising insights into the software market dynamics of today and the next 24 months.
We’d like to give you a sneak preview of interesting results around some of the most important trends in the software market: cloud computing integrated information technology, business intelligence, mobile strategy, and overall software budgets and buying preferences.
Companies Start To Invest More Into Innovation In 2011
After the recent recession, companies are starting to invest more in 2011, with 12% and 22% of companies planning to increase their software budgets by more than 10% or between 5% and 10%, respectively. At the same time, companies will invest a significant part of the additional budget into new solutions. While 50% of the total software budgets are still going into software operations and maintenance (Figure 1), this number has significantly dropped from 55% in 2010; spending on new software licenses will accordingly increase from 23% to 26% and custom-development budgets from 23% to 24% in 2011.
Cloud Computing Is Getting Serious
In this year’s survey, we have taken a much deeper look into companies’ strategies and plans around cloud computing besides simple adoption numbers. We have tested to what extent cloud computing makes its way from complementary services into business critical processes, replacing core applications and moving sensitive data into public clouds.