Het nieuws verspreid zich als een lopend vuur door BI land. Is het een uitgekiende, logische, of gedwongen zet van IBM? En wat betekent dit voor klanten, partnerships en de ontwikkeling van BI? Hier een kort onderzoek naar wat de experts van de overname vinden.

Hieronder enkele quotes van de welbekende blogs en BI websites. Samengevat:

1. Er is weinig overlap met bestaande IBM producten. IBM creëert hiermee een volledige en allesomvattende produktlijn.

2. Cognos kan door cross-sales de verkoop van DB2 stimuleren. IBM heeft hierover echter vorige maand met Business Objects een afspraak gemaakt.

3. Platformleveranciers (Oracle, SAP, IBM) kunnen organisaties nu van infrastructuur tot en met dashboarding ondersteunen.
   

4. De overname biedt kansen voor nieuwe initiatieven en opkomende BI leveranciers. Denk hierbij aan OpenSource software en BI SaS leveranciers. Organisaties die niet voor 1 allesomvattende leverancier willen gaan, zullen deze leveranciers serieuzer gaan overwegen.
   

5. Wat zal er met de laatste 'onafhankelijke' partijen als Microstrategy, Information Builders, Informatica en HP gebeuren? HP, Terradata en Microstrategy worden al in 1 zin genoemd.

6. Toegezegde strategiën en afgesloten partnerships binnen de industrie hebben afgelopen jaar veelal niet stand gehouden. Persuitlatingen moeten we de komende tijd maar met een korrel zout nemen.

Houdt morgen (dinsdag 13-nov) ook de website van Computable in de gaten. Er zal daar door verschillende BI panelleden gereageerd worden in het artikel "Einde van de BI markt zoals we die kennen" en het artikel "Het wachten is nu op HP ".

--Edit: 21-11-2007 - Reageren kan in het Computable topic "Overnames voorbij en nu? " 

Cindy Dit e-mail adres is beschermd door spambots, u heeft Javascript nodig om dit onderdeel te kunnen bekijken
"The good news about this acquisition is that there is little product overlap between Cognos and IBM, except in the ETL space in which Cognos really hasn't pushed Data Manager and I would expect IBM's Data Stage (Ascential) to lead.

Being able to leverage Cognos 8 BI as part of a complete IBM stack should help DB2 sales. However, the acquisition comes on the heels of IBM and Business Objects agreeing last month to bundles and cross-sell each other's products, with IBM intending to bundle a BusinessObjects XI starter edition as part of DB2 sales. One has to question if that agreement will remain intact and how quickly Cognos 8 could be bundled instead or in addition."

Mark Madsen, IntelligentEnterprise.com
"What will be interesting is how this changes the market. BI tools have been in need of a split, separating the user interface components from the data access components, in much the same way that client-server computing in the '80s-'90s separated the UI and client from the server.

By making the data access and query elements separate components from the UI, we can take advantage of the BI and data warehousing infrastructure from more than just reporting tools. It means the data warehouse and BI can enter the SOA world and match up with what's happening on the Web today. Let's hope IBM decides to lead the way in this area."

Johan van de Kooij, biconsultant.blogspot.com
"Sluit geheel aan bij mijn voorspelling: de platformleveranciers (OS/database) gaan BI als commodity meeleveren."

Claudia Imhoff, B -Eye Netwerk.com
"IBM now has a complete end to end solution - it is a one stop shop for everything BI. A top notch BI tool was the only thing missing in their offering and now they have one.

It does open the space up though for the new entrants. Open source vendors like Actuate, JasperSoft, and Pentaho may find they are getting more attention. Software as a Service vendors like LucidEra and Xactly may see that the forest of BI tools has been thinned a bit and they are now getting some much needed sunlight. We'll see -- IBM is certainly one fierce competitor and they now have one of the best BI and BPM tools on the market."

David Loshin, B -Eye Network
"Surely, you could not have been surprised to hear that IBM is buying Cognos. After months of transactions in which business intelligence vendors buy component vendors, only to be purchased by larger vendors as part of "industrial" demand-information programs, it looks like most, if not all of the major BI suite vendors are now absorbed (Cognos, Hyperion, Business Objects, as well as others such as Microsoft's acquisition of ProClarity). This does leave a few morsels left at the table, namely Microstrategy and Information Builders, although whether either is available or up for grabs is just grist for the rumor mill.

These announcements are always somewhat disruptive to the industry, since they shake up expectations about existing alliances and partnerships, and raises the question of whether a solution needs to be a monolithic, stacked one. So here is a quick thought: Large-scale (and pervasive) acquisitions are good for the industry, and are a little like forest fires in that they clear the way for smaller, innovative start-ups to create new tools to fill the void. We might expect that by next year at this time, we will see some interesting vendor offerings that can satisfy the growing market need."

Frank Harland, franklybi.blogspot.com
"Nu heeft IBM niet alleen aan de data-integratie en -kwaliteitkant een productenlijn maar ook aan de BI kant is het plaatje compleet."

Mark Smith, IntelligentEnterprise.com
"What's next for BI market? Well, we have an interesting situation in which HP and Teradata now have to closely look at the other publicly traded BI provider, MicroStrategy, and data integration provider Informatica to determine if they want to play at the similar portfolio level like the larger enterprise software providers."

Maybe its just a good act, but you get the sense that IBM has these deals wired well in advance, ready to pull out of the corporate back pocket just when analysts are ready to declare the company to be on the sidelines of the industry."