In recent conversations with various analytic DBMS vendors, a fairly consistent picture has emerged.
Business is strong. Multiple vendors claim to be going gangbusters, with the happy sounds coming out of Vertica and Infobright being echoed by several competitors. Hearsay suggests some other companies in related businesses are doing well too. Depending on who you talk to, the business pickup dates back to Q4, give or take a quarter.
Oracle Exadata has become a formidable competitor, on the strength of Exadata 2. Exadata 2's positioning and perception among Oracle users seem to be pretty much in line with what Oracle portrayed to me.
Teradata is portrayed as a weak competitor. Competitors don't worry about Teradata nearly as much as they do about Oracle. That said, I suspect a bit of wishful thinking; Teradata is clearly still getting a lot of business the other vendors would dearly love to have.
HP Neoview is reeling. (Almost) nobody sees Neoview competitively. The Walmart Neoview installation is said to have stayed small at best. JP Morgan is said to have completely thrown Neoview out (and a bunch of HP engineers with it).
(Almost) nobody mentions competing against DB2 either. This continues to baffle me.In recent conversations with various analytic DBMS vendors, a fairly consistent picture has emerged...