Belated Thoughts on the DATAllegro Acquisition
Ok, so, my previously announced comeback may have been a bit premature. Live and learn. But that doesn't mean that I haven't been thinking or reading about the acquisition of DATAllegro by Microsoft.In short, I think this acquisition was a master stroke by Microsoft. Not only does it put MS in a much better position - specifically versus Oracle - it keeps DATAllegro out of the hands of Oracle. Given the modularity of the DATAllegro system, I think they probably represented the fastest way for Oracle to make the leap to MPP. And unless the folks at DATAllegro have gone out of their way to mislead me, I expect the DATAllegro/MS integration will happen fast enough to cause Oracle some serious heartburn.
It seems, then, that MS has killed two birds with one stone.
No, actually, I think they may have killed three birds. Not only has MS put itself in a much better position (1 bird) while simultaneously hurting Oracle (2 birds), it has left everyone else with no other options to boot (3 birds). I for one don't see consolidation in the database industry as a given, and I especially don't believe that it's "imminent", as others have predicted. So the icing on the cake may be that by taking DATAllegro off the market, MS may have left the other vendors with nowhere to turn.
Why? Tune in tomorrow for my thoughts on that.
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