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Recherche et Analyse

Pour éclairer les décideurs dans le domaine de la Continuité d'Activité et de la Sécurité de l'Information, Duquesne Group propose ses analyses et réflexions issues de ses réalisations concrètes en clientèle. Observation critique du terrain par nos experts, contacts permanents avec les principaux acteurs du domaine et expérience vécue dans nos missions de conseil sont nos principales sources. Contactez-nous pour en savoir +
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To support decision makers in the management and optimisation of information systems, Duquesne Group delivers in-depth analyses of information technologies, their implementations and their markets. Our research is based on critical observation of the market by our analysts and their on-going contacts with the vendor community, together with hands-on, practical experience from our consulting work. Contact us to find out more

Technologies : marchés et usages
L’étude des capacités d’une infrastructure à permettre la continuité d’activité aborde en général un certain nombre de points. Cet article les présente succinctement. Les architectures techniques...
Les SGBD sont un point douloureux pour les DSI, non seulement en raison de leur impact budgétaire, mais aussi de l’épreuve - franchement stressante - de renégociation annuelle avec les éditeurs puissants et devenus quasiment incontournables.

Alors que personne n'a de remède miracle pour cette situation malheureuse, Bull pense qu'il peut faire une différence avec la récente annonce de bullionDB, une appliance base de données Open Source.
2013 is shaping up as a big year in the war for the cloud. As the market matures, organizations are increasingly ready to build and run critical applications with IaaS.

On the supply side, global IT players such as Microsoft and Google are challenging Amazon Web Services (AWS) in the high volume “Commodity IaaS” market.

Others such as IBM, CSC and Orange are focusing on the high value “Enterprise Class” space, with offerings that include “IaaS Management Services” for companies that want to outsource routine tasks of administration, management and operation of virtual infrastructures.

The battle is also heating up in the enterprise grade, self-service space. A recent example was the announcement by BT, the British telco, of the expanded availability of BT Cloud Compute.
Contact centers are a natural market for telcos looking to move up the services value chain. Hosted contact centers, the segment that is showing by far the fastest growth, make particular sense for large operators like Orange with ambitions and investments in the cloud.

"Flexible Contact Center", a cloud hosted solution, is the newest addtion to its portfolio.
Since the inception of cloud computing, security concerns have been a major factor preventing its broader adoption, notably by very large enterprises, resulting in slower than expected market development.

So, when legitimate key suppliers such as AT&T and IBM partner to propose relevant answers to large scale cloud deployment requirements and security issues, this should only spell good news for customers and help accelerate cloud adoption...

L'émergence du cloud et plus largement l'évolution des technologies ont mis le data centre au cœur des préoccupations des DSI.

Le dynamisme actuel de ce secteur attise les appétits et génère une pléthore d'offres, ce qui est une bonne chose dans la mesure où ces offres correspondent à une réalité et sont porteuses de valeur.

Mais en « sortant » de l'univers traditionnel de la production informatique, fait de sérieux et de discrétion, le data centre devient le thème d'un fort «bruit marketing», ce qui est regrettable quand ce bruit risque de brouiller des débats importants.

Le Cebit –plus gros salon mondial de l’informatique- bat son plein à Hanovre et SAP en profite pour faire passer quelques messages que nous analysons avec un regard critique.

Des messages intéressants se dégagent dans la vision de SAP et c’est Jim Hagemann Snabe, l’un des deux co-présidents qui se charge de les communiquer.
SAP optimise tous azimuth avec l’aide des grands constructeurs de serveurs x-86. Avec sa machine HANA, SAP accélère drastiquement ses applications.

En direct du Cebit, voici une analyse sur ces démarches d'optimisation. Une arme anti-Oracle-Sun ?
Despite the morose economic climate, Tech M&A continued to grow in the third quarter of 2011: $56.5 billion according to a November report from E&Y, up 22 % from a year ago.

According to E&Y, that total value was the highest for any quarter since 2007, with big deals such as Google/Motorola and HP/Autonomy leading the way.

The fourth quarter is showing some serious action too, with the announcement of an all cash $3.4 billion acquisition by SAP of SuccessFactors, a fast growing provider of cloud-based human capital management (HCM) solutions.
Martin Hingley of ITCandor is a well known and influential IT market expert.

In this guest contribution, he shares some thoughts about the pros and cons of consolidating vendors.
In case anybody missed it, Tech M&A is back with a vengeance. The first four months of 2011saw deals valued at around $111billion.

A big piece of this was AT&T's acquisition of T-Mobile USA for $39bn. Telcos were also players in smaller but still billion-dollar-plus transactions, including Verizon's deal for Terremark, a provider of co-location and managed services, including cloud computing.

As might have been expected, the Verizon/Terremark deal immediately set off rampant industry speculation about who would be next. Hosting company Savvis was frequently cited, with AT&T seen as a buyer.

As it turns out, Savvis is in fact being acquired, but by a much smaller telco, the US focused CenturyLink.
Microsoft’s acquisition of Skype for $ 8.5 billion marks a turning point in the company’s online strategy, and represents a very smart move for the Redmond firm. It goes far beyond acquiring a technology, or even a client base.

We see this deal as part of Microsoft's efforts to reorganise its products and services portfolio, and adapt to a changing market, primarily characterised by permanent and ubiquitous connectivity.

However, success will depend on execution and Microsoft will face a number of integration challenges. There will be much more at stake than just «making Skype profitable».
As the economy continues to recover, big outsourcing deals are coming back.

Recent contracts appear to be better thought out, as compared to numerous pancky cost-cutting deals in 2009 and first half 2010.

Private clouds are also becoming part of the picture, even though the concrete business benefits, for the most part, remain to be proven.
The Tech M&A market recovered from the financial crisis over the course of 2010 and 2011 is already off to a strong start.

Anything involving the word “Cloud” is getting keen interest, as large tech companies – including telcos –battle for position. More broadly, as demand for data center rack space continues to outpace supply, “deals for data centers” will likely be an important part of the action.

A case in point: the friendly offer of Verizon, a big telco with big ambitions in the Cloud, for Terremark, a provider of co-location and managed services, including cloud computing.
2010 was a big year for deals in the IT industry. Much of the action has been in the US, with big acquisitions like McAfee by Intel and 3PAR by HP.

On December 14, it was Europe’s turn. Atos Origin and Siemens announced an 850 million EUR deal for the sale of Siemens IT Solutions and Services (SIS) to Atos Origin to create a "European IT champion".
The data centre LAN is at a crossroads. Scale economics will increasingly dictate the dominance of Ethernet. The question is not what, but when.

For data centre teams, cross-disciplinary collaboration – and the establishment of a common “culture” - between server, storage and network specialists becomes mandatory, as virtualisation creates a new paradigm with stronger interactions and interdependencies.

Significant time will be needed, evolution paths will vary but management issues will be critical: software solutions will rapidly mature, but data centre teams will need a clear roadmap including an all-important skill set adjustment and reorganisation.
Fin septembre nous visitions le centre informatique de Cheops Technology dans la région de Bordeaux.
Quand on ne dispose pas de la force de frappe d'un grand constructeur et qu'on réalise moins de 60 millions d'Euro de chiffre d'affaires (2009), comment peut-on se positionner sur le marché ?
Dans une récente déclaration le big boss de big blue Sam Palmisano a affirmé qu'il craignait plus Oracle qu'HP...

Nous avons une vision très semblable chez Duquesne Group. Pourquoi ?
L'arrivée confirmée de Mark Hurd chez Oracle pourrait faire évoluer les choix d'Oracle en matière de serveurs haut de gamme ex-Sun. Nous ne sommes absolument pas optimistes ; toutefois,...
Intel vient d'annoncer qu'il rachetait la branche "Wireless Solution Business" d'Infinéon pour 1,4 milliards de dollars.
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