Following the money patterns is interesting, after much thought and staring at spreadsheets; the breakdown is
- Professional services (35%): not a wonder since Apache Hadoop is free; its the vendors support that is the biggest slice of the pie
- Compute (17%) is after all commodity hardware;
- Storage (14%) was a surprise. Its the data that is growing but even with the falling storage costs.. this comes in a distant third.
- Apps and Analytics (13%): the splunks, tableaus of the world are very small. compared to the large and growing pie.
Did I miss the professional services boat? probably, but the real work is yet to be done.
I have heard the toy elephant story many times, but seriously the numbers tell that the real elephant is IBM- well they took the elephant sized pie.. the rest well seem like crumbs.
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