Analyst Perspectives

Wall Street has many leading indicators to work with, some serious – such as housing starts and the purchasing managers’ index – and some done a bit tongue-in-cheek. One of the latter is the Super Bowl Indicator, which says that if a team from the original National Football League wins the game, the market will be up for the year, but if an old American Football League team wins it, the market will be down. The amazing thing is that so far this heuristic has an accuracy rate better than 75%! On...

No one has seemed to notice that in the last several months, Hewlett-Packard has quietly made changes to its participation in the enterprise software market; this will significantly change HP’s value for CIOs and IT organizations in regards to business intelligence (BI) technologies.

The US Securities and Exchange Commission’s (SEC) “Interactive Data” initiative continues to progress forward. Thus far, some 1,500 corporations have filed their financial information using XBRL tags to facilitate review and analysis, of which almost 400 have had done detailed tagging of their footnotes. By June 2011 all public companies will have to provide an XBRL-tagged, interactive version of their financial statements. As I’ve noted in the past, I think companies should find ways to...

I’ve written quite a bit about integrated business planning (IBP), which is the process of connecting aspects of the planning function across an organization to improve its internal alignment and financial performance. IBP begins with operational – rather than financial – planning (that is, budgeting) because it’s about running the business and figuring out how to make the financial aspects work to support the business plan. IBP is especially important for corporations in which projects can...

Interest in and development of in-memory technologies have increased over the last few years, driven in part by widespread availability of affordable 64-bit hardware and operating systems and the performance advantages in-memory operations provide over disk-based operations. Some software vendors, such as SAP with its High-Performance Analytic Appliance (HANA) project has been advancing with momentum, have even suggested that we can put our entire analytic systems in memory.

Mobile computing isn’t new anymore. The capabilities of smartphones, among other things, enable businesses to run applications across an enterprise and workers to collaborate across business and social networks. In this endeavor Microsoft was early to market with its Windows CE devices that provided e-mail and Web browsing to phones. For the first years it was a low-level battle among Microsoft, RIM Blackberry and Palm as well as Nokia devices that were used mostly in Europe. In the last few...

In the weeks leading up to and as part of its Information On Demand Conference that my colleague assessed, IBM introduced version 8.5 of InfoSphere Information Server and several related product updates. As my colleague suggested earlier, IBM has an ambitious agenda to provide comprehensive information management capabilities through a combination of product development and acquisitions. The breadth of this portfolio is impressive, and InfoSphere Information Server 8.5 makes significant strides...

The battle for business analytics rages on. IBM, Oracle, SAP and SAS as billion dollar and larger companies each combine analytic computation and processing in the underlying data but Teradata remains a key player. For its part Teradata used its annual Partners conference to tout the next generation of analytics in its product portfolio and brought along customers to testify to their success in using its technology.

This year IBM joined its annual Information on Demand conference with the new IBM Business Analytics Forum. Some 10,000 attendees came to learn about managing information assets using analytics for business, and the value of integrating business intelligence (BI) with information assets across the enterprise. All these topics are relevant, as large organizations have created thousands of silos that house data in many enterprise and personal computing environments. The conference was highlighted...

On October 25, IBM introduced Cognos 10 at its Information on Demand and Business Analytics Forum in Las Vegas that I attended to review the technology closer from my examination at its recent IBM Business Analytics analyst summit in September. According to Rob Ashe, IBM’s general manager of business analytics, Cognos 10 has been developed for over six years. You’re probably aware that in that period IBM made a variety of acquisitions including Cognos itself. These acquisitions and their impact...