IBM's bid to acquire Netezza
makes it official; the insurgents are at the gates. A pioneering and
leading ADBMS player, Netezza is in play for approximately $1.7 billion, better than 6 times its revenue run rate.
When it entered the market in 2001, it catalyzed an economic and
architectural shift with an appliance form factor at a dramatically
different price point. Titans like Teradata and Oracle (and yes, IBM)
found themselves outmaneuvered as Netezza mounted a steadily improving
business, adding dozens of new names every quarter, continuing to
validate its market positioning as a dedicated analytic appliance. It's
no longer alone there; some analytic appliance play is now in the
portfolio of most sizable vendors serious about the market.

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