Who's the Fastest Gun in Silicon Valley?

Business intelligence software is a lot like the Wild West: the quickest draw often wins.

That's why Oracle (Nasdaq: ORCL  ) goes out of its way to push the performance of its business intelligence platform at every opportunity. For example, that software just received a communications industry certification by the TM Forum, but spent more time in the press release talking about how blindingly fast its Exadata machines running a top-to-bottom integrated solution can churn through its data analysis.

The Exadata boxes reportedly complete test runs eight times faster than "previous tests," but further data on what percent of that is related to superior hardware in new Exadata boxes and better software is lacking. Either way, the business advantages of quick handling seem obvious enough: "Accrued business benefits include near real-time network and Usage Detail Records analysis, product contribution and revenue forecasting, customer churn profiling and scoring on the fly."

For Oracle as well as data warehousing and business intelligence rivals Microsoft (Nasdaq: MSFT  ) , IBM (NYSE: IBM  ) , and SAP (NYSE: SAP  ) , speed is becoming a key sales pitch to data driven companies looking to spot patterns and take action on trends faster.

That sounds a lot like the benefits of working with the "two-second Advantage" analysis tools you'd get from Tibco Software (Nasdaq: TIBX  ) . I felt compelled to ask that company whether this is anything Tibco worries about. Answer: not so much.

"This is not something that our Telco customers have asked for, but if they did TIBCO would investigate the certification and pursue as required by customers," said a Tibco spokeswoman. The communications industry is important to Tibco and nobody does platform-independent data models quite like Tibco does. Certifications may sound nice but mean very little.

Furthermore, even an ultra-quick database model still relies on relatively sluggish disk systems and would be hard pressed to keep pace with the in-memory data model Tibco espouses. Until Oracle compares its data analysis products to IBM's bundled Cognos solutions or Tibco's Information Bus, I wouldn't get too excited about a fast database system for business intelligence workloads.

If that sounds too technical, consider this: Tibco's message is being heard on Wall Street these days and the stock has nearly doubled over the last 12 months. This would be a fine time to understand the company better, in case you missed it when I named Tibco the best tech stock for 2010.

Meet the only stock you need to profit from the new technology revolution.

Fool contributor Anders Bylund holds no position in any of the companies discussed here. Microsoft is a Motley Fool Inside Value selection. Motley Fool Options has recommended a diagonal call position on Microsoft. The Fool owns shares of International Business Machines, Microsoft, and Oracle. Try any of our Foolish newsletter services free for 30 days. True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.


Read/Post Comments (0) | Recommend This Article (3)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 1322693, ~/Articles/ArticleHandler.aspx, 9/22/2014 12:33:40 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement