Jim Goodnight for US Senate: Op Ed

Jim Goodnight, Chief Executive Officer, SAS, U...
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This is NOT an April fool joke or a publicity stunt. It is also not meant to provoke discussion for the sake of provocation.

For a time, as I have studied both US and India , in what makes Government work or fail, academia work or fail, or businesses to work or fail- a common thread is the quality of people involved. Someone who is a wasteful businessman, will be a wasteful politician. Someone who is a flamboyant businessman with flair more than substance will continue that in public life.
Accordingly I have created a Facebook cause-

Jim Goodnight for the US Senate

http://www.causes.com/causes/600220-jim-goodnight-for-the-us-senate

If Donald Trump can run for President, I can think of no one who has done more for the American South. Unlike the tech heavy, Stanford dominated boom in California, the Mid West and South have been declining centers of influence. Cities like Austin Texas or Raleigh, North California are the exception rather than norm there. A friend who went to Duke once told me, the worst thing is to be borne a rural white male who is poor in America. There are no groups lobbying for education or internet hi fi blazing speeds for you. Socially you are expected to walk and thrive alone.

The Southern Baptist Church has managed to infiltrate and influence young minds there- the average conservative American seemed better off and happier in his moderated social behaviour. But the Church exacts a 10 % tithe, and it is efficient in stretching every dollar and every cent of church donations. Government works with the best intentions, but spending someone else’s money (your tax money money by a bureaucrat) is always more inefficient than the actual owner spending it alone. Taxes are higher than the 10 % tithe and seem to accomplish much less social change. You would rather go to work or go to war?

Accordingly I find that on the West Coast there are very few tech savvy leaders with a track record of both fiscal pragmatism, educational reform and job creation. Certainly the industry lobbyist is smarter at evading taxes than the average Joe, and campaign financing is still dependent on deep pockets despite the innovations of internet retail fund raising.

Would you like your Senator to be as considerate of creating jobs as entrepreneurs are. Jim Goodnight here is a metaphor for all entrepreneurs who dont believe in reckless hire-fire,outsourcing and long term views on people.

Click here to spread this cause- perhaps it will make existing politicians more efficient just by the threat of new competition.

http://www.causes.com/causes/600220-jim-goodnight-for-the-us-senate?recruiter_id=8347178



SAS X

0o0 0O

Tal G, creator of the rbloggers.com website, has created a new blog aggregator for SAS language users at http://sas-x.com/

With almost 26 blogs joining there (I suspect many more should join , it seems like a good website to use for analytics users and students.  My favorite SAS Blog is http://statcompute.spaces.live.com/ – its pure code- little anything else.

Related-

SAS MACRO TO CALCULATE PDO (Points to Double Odds) OF A SCORECARD

A SAS MACRO FOR DECISION STUMP

A DEMO OF VECTOR AUTOREGRESSIVE FORECASTING MODEL

 

 

 

Open Source Cartoon

Jim Goodnight, Chief Executive Officer, SAS, U...
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Ok I promised a weekly cartoon on Friday but it’s Saturday.
Last week we spoofed Larry Ellison , Jim Goodnight and Bill Gates– people who created billions of taxes for the economy but would be regarded as evil by some open source guys- though they may have created more jobs for more families than the whole Federal Reserve Bank did in 2008-10. Jobs are necessary for families. Period.

You can review it here https://decisionstats.files.wordpress.com/2010/11/os1.png

In Part 2- we see Open Source is actually older than Stallman (yes people are older than Stallman) – in fact open source has been around for far more time than even

Jim Goodnight’s current age- which can be revealed by using proc goodnight options=all.

Open Source’s worst enemy is itself not Microsoft/SAS/SAP/Oracle

The decision of quality open source makers to offer their software at bargain basement prices even to enterprise customers who are used to pay prices many times more-pricing is the reason open source software is taking a long time to command respect in enterprise software.

I hate to be the messenger who brings the bad news to my open source brethren-

but their worst nightmare is not the actions of their proprietary competitors like Oracle, SAP, SAS, Microsoft ( they hate each other even more than open source )

nor the collective marketing tactics which are textbook like (but referred as Fear Uncertainty Doubt by those outside that golden quartet)- it is their own communities and their own cheap pricing.

It is community action which prevents them from offering their software by ridiculously low bargain basement prices. James Dixon, head geek and founder at Pentaho has a point when he says traditional metrics like revenue need o be adjusted for this impact in his article at http://jamesdixon.wordpress.com/2010/11/02/comparing-open-source-and-proprietary-software-markets/

But James, why offer software to enterprise customers at one tenth the next competitor- one reason is open source companies more often than not compete more with their free community version software than with big proprietary packages.

Communities including academics are used to free- hey how about paying say 1$ for each download.

There are two million R users- if say even 50 % of them  paid 1 $ as a lifetime license fee- you could sponsor enough new packages than twenty years of Google Summer of Code does right now.

Secondly, this pricing can easily be adjusted by shifting the licensing to say free for businesses less than 2 people (even for the enhanced corporate software version not just the plain vanilla community software thus further increasing the spread of the plain vanilla versions)- for businesses from 10 to 20 people offer a six month trial rather than one month trial.

– but adjust the pricing to much more realistic levels compared to competing software. Make enterprise software pay a real value.

That’s the only way to earn respect. as well as a few dollars more.

As for SAS, it is time it started ridiculing Python now that it has accepted R.

Python is even MORE powerful than R in some use cases for stat computing

Dixon’s Pentaho and the Jaspersoft/ Revolution combo are nice _ I tested both Jasper and Pentaho thanks to these remarks this week 🙂  (see slides at http://www.jaspersoft.com/sites/default/files/downloads/events/Analytics%20-Jaspersoft-SEP2010.pdf or http://www.revolutionanalytics.com/news-events/free-webinars/2010/deploying-r/index.php )

Pentaho and Jasper do give good great graphics in BI (Graphical display in BI is not a SAS forte though probably I dont know how much they cross sell JMP to BI customers- probably too much JMP is another division syndrome there)

Open Source's worst enemy is itself not Microsoft/SAS/SAP/Oracle

The decision of quality open source makers to offer their software at bargain basement prices even to enterprise customers who are used to pay prices many times more-pricing is the reason open source software is taking a long time to command respect in enterprise software.

I hate to be the messenger who brings the bad news to my open source brethren-

but their worst nightmare is not the actions of their proprietary competitors like Oracle, SAP, SAS, Microsoft ( they hate each other even more than open source )

nor the collective marketing tactics which are textbook like (but referred as Fear Uncertainty Doubt by those outside that golden quartet)- it is their own communities and their own cheap pricing.

It is community action which prevents them from offering their software by ridiculously low bargain basement prices. James Dixon, head geek and founder at Pentaho has a point when he says traditional metrics like revenue need o be adjusted for this impact in his article at http://jamesdixon.wordpress.com/2010/11/02/comparing-open-source-and-proprietary-software-markets/

But James, why offer software to enterprise customers at one tenth the next competitor- one reason is open source companies more often than not compete more with their free community version software than with big proprietary packages.

Communities including academics are used to free- hey how about paying say 1$ for each download.

There are two million R users- if say even 50 % of them  paid 1 $ as a lifetime license fee- you could sponsor enough new packages than twenty years of Google Summer of Code does right now.

Secondly, this pricing can easily be adjusted by shifting the licensing to say free for businesses less than 2 people (even for the enhanced corporate software version not just the plain vanilla community software thus further increasing the spread of the plain vanilla versions)- for businesses from 10 to 20 people offer a six month trial rather than one month trial.

– but adjust the pricing to much more realistic levels compared to competing software. Make enterprise software pay a real value.

That’s the only way to earn respect. as well as a few dollars more.

As for SAS, it is time it started ridiculing Python now that it has accepted R.

Python is even MORE powerful than R in some use cases for stat computing

Dixon’s Pentaho and the Jaspersoft/ Revolution combo are nice _ I tested both Jasper and Pentaho thanks to these remarks this week 🙂  (see slides at http://www.jaspersoft.com/sites/default/files/downloads/events/Analytics%20-Jaspersoft-SEP2010.pdf or http://www.revolutionanalytics.com/news-events/free-webinars/2010/deploying-r/index.php )

Pentaho and Jasper do give good great graphics in BI (Graphical display in BI is not a SAS forte though probably I dont know how much they cross sell JMP to BI customers- probably too much JMP is another division syndrome there)

Jim Goodnight on Open Source- and why he is right -sigh

Logo Open Source Initiative
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Jim Goodnight – grand old man and Godfather of the Cosa Nostra of the BI/Database Analytics software industry said recently on open source in BI (btw R is generally termed in business analytics and NOT business intelligence software so these remarks were more apt to Pentaho and Jaspersoft )

Asked whether open source BI and data integration software from the likes of Jaspersoft, Pentaho and Talend is a growing threat, [Goodnight] said: “We haven’t noticed that a lot. Most of our companies need industrial strength software that has been tested, put through every possible scenario or failure to make sure everything works correctly.”

quotes from Jim Goodnight are courtesy Jason’s  story here:
http://www.cbronline.com/news/sas-ceo-says-cep-open-source-and-cloud-bi-have-limited-appeal

and the Pentaho follow-up reaction is here

http://bi.cbronline.com/news/pentaho-fires-back-across-sas-bows-over-limited-open-source-appeal

 

 

While you can rage and screech- here is the reality in terms of market share-

From Merv Adrian-‘s excellent article on market shares in BI

http://www.enterpriseirregulars.com/22444/decoding-bi-market-share-numbers-%E2%80%93-play-sudoku-with-analysts/

The first, labeled BI Platforms, is drawn fromGartner Market Share Analysis: Business Intelligence, Analytics and Performance Management Software, Worldwide, 2009, published May 2010 , and Gartner Dataquest Market Share: Business Intelligence, Analytics and Performance Management Software, Worldwide, 2009.

and

Advanced Analytics category.

and 

so whats the performance of Talend, Pentaho and Jaspersoft

From http://www.dbms2.com/category/products-and-vendors/talend/

It seems that Talend’s revenue was somewhat shy of $10 million in 2008.

and Talend itself says

http://www.talend.com/press/Talend-Announces-Record-2009-and-Continues-Growth-in-the-New-Year.php

Additional 2009 highlights include:

  • Achieved record revenue, more then doubling from 2008. The fourth quarter of 2009 was Talend’s tenth consecutive quarter of growth.
  • Grew customer base by 140% to over 1,000 customers, up from 420 at the end of 2008. Of these new customers, over 50% are Fortune 1000 companies.
  • Total downloads reached seven million, with over 300,000 users of the open source products.
  • Talend doubled its staff, increasing to 200 global employees. Continuing this trend, Talend has already hired 15 people in 2010 to support its rapid growth.

now for Jaspersoft numbers

http://www.dbms2.com/2008/09/14/jaspersoft-numbers/

Highlights include:

  • Revenue run rate in the double-digit millions.
  • 40% sequential growth most recent quarter. (I didn’t ask whether there was any reason to suspect seasonality.)
  • 130% annual revenue growth run rate.
  • “Not quite” profitable.
  • Several hundred commercial subscribers, at an average of $25K annually per, including >100 in Europe.
  • 9,000 paying customers of some kind.
  • 100,000+ total deployments, “very conservatively,” counting OEMs as one deployment each and not double-counting for OEMs’ customers. (Nick said Business Objects quotes 45,000 deployments by the same standards.)
  • 70% of revenue from the mid-market, defined as $100 million – $1 billion revenue. 30% from bigger enterprises. (Hmm. That begs a couple of questions, such as where OEM revenue comes in, and whether <$100 million enterprises were truly a negligible part of revenue.)

and for Pentaho numbers-

http://www.dbms2.com/2009/01/27/introduction-to-pentaho/

and http://www.monash.com/uploads/Pentaho-January-2009.pdf

suggests there are far far away from the top 5-6 vendors in BI

and a special mention  for postgreSQL– which is a non Profit but is seriously denting Oracle/MySQL

http://www.postgresql.org/about/

Limit Value
Maximum Database Size Unlimited
Maximum Table Size 32 TB
Maximum Row Size 1.6 TB
Maximum Field Size 1 GB
Maximum Rows per Table Unlimited
Maximum Columns per Table 250 – 1600 depending on column types
Maximum Indexes per Table Unlimited

and leading vendor is EnterpriseDB which is again IBM-partnering as well as IBM funded

http://www.sramanamitra.com/2009/05/18/enterprise-db/

and

http://www.enterprisedb.com/company/news_events/press_releases/2010_21.do

suggest it is still in early stages.

————————————————————–

So what do we conclude-

1) There is a complete lack of transparency in open source BI market shares as almost all these companies are privately held and do not disclose revenues.

2) What may be a pure play open source company may actually be a company funded by a big BI vendor (like Revolution Analytics is funded among others by Intel-Microsoft) and EnterpriseDB has IBM as an investor.MySQL and Sun of course are bought by Oracle

The degree of control by proprietary vendors on open source vendors is still not disclosed- whether they are holding a stake for strategic reasons or otherwise.

3) None of the Open Source Vendors are even close to a 1 Billion dollar revenue number.

Jim Goodnight is pointing out market reality when he says he has not seen much impact (in terms of market share). As for the rest of his remarks, well he’s got a job to do as CEO and thats talk up his company and trash the competition- which he as been doing for 3 decades and unlikely to change now unless there is severe market share impact. Unless you expect him to notice companies less than 5% of his size in revenue.

http://www.cbronline.com/news/sas-ceo-says-cep-open-source-and-cloud-bi-have-limited-appeal

http://bi.cbronline.com/news/pentaho-fires-back-across-sas-bows-over-limited-open-source-appeal

 

John Sall sets JMP 9 free to tango with R

 

Diagnostic graphs produced by plot.lm() functi...
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John Sall, founder SAS AND JMP , has released the latest blockbuster edition of flagship of JMP 9 (JMP Stands for John’s Macintosh Program).

To kill all birds with one software, it is integrated with R and SAS, and the brochure frankly lists all the qualities. Why am I excited for JMP 9 integration with R and with SAS- well it integrates bigger datasets manipulation (thanks to SAS) with R’s superb library of statistical packages and a great statistical GUI (JMP). This makes JMP the latest software apart from SAS/IML, Rapid Miner,Knime, Oracle Data Miner to showcase it’s R integration (without getting into the GPL compliance need for showing source code– it does not ship R- and advises you to just freely download R). I am sure Peter Dalgaard, and Frankie Harell are all overjoyed that R Base and Hmisc packages would be used by fellow statisticians  and students for JMP- which after all is made in the neighborhood state of North Carolina.

Best of all a JMP 30 day trial is free- so no money lost if you download JMP 9 (and no they dont ask for your credit card number, or do they- but they do have a huuuuuuge form to register before you download. Still JMP 9 the software itself is more thoughtfully designed than the email-prospect-leads-form and the extra functionality in the free 30 day trial is worth it.

Also see “New Features  in JMP 9  http://www.jmp.com/software/jmp9/pdf/new_features.pdf

which has this regarding R.

Working with R

R is a programming language and software environment for statistical computing and graphics. JMP now  supports a set of JSL functions to access R. The JSL functions provide the following options:

• open and close a connection between JMP and R

• exchange data between JMP and R

•submit R code for execution

•display graphics produced by R

JMP and R each have their own sets of computational methods.

R has some methods that JMP does not have. Using JSL functions, you can connect to R and use these R computational methods from within JMP.

Textual output and error messages from R appear in the log window.R must be installed on the same computer as JMP.

JMP is not distributed with a copy of R. You can download R from the Comprehensive R Archive Network Web site:http://cran.r-project.org

Because JMP is supported as both a 32-bit and a 64-bit Windows application, you must install the corresponding 32-bit or 64-bit version of R.

For details, see the Scripting Guide book.

and the download trial page ( search optimized URL) –

http://www.sas.com/apps/demosdownloads/jmptrial9_PROD__sysdep.jsp?packageID=000717&jmpflag=Y

In related news (Richest man in North Carolina also ranks nationally(charlotte.news14.com) , Jim Goodnight is now just as rich as Mark Zuckenberg, creator of Facebook-

though probably they are not creating a movie on Jim yet (imagine a movie titled “The Statistical Software” -not just the same dude feel as “The Social Network”)

See John’s latest interview :

The People Behind the Software: John Sall

http://blogs.sas.com/jmp/index.php?/archives/352-The-People-Behind-the-Software-John-Sall.html

Interview John Sall Founder JMP/SAS Institute

https://decisionstats.com/2009/07/28/interview-john-sall-jmp/

SAS Early Days

https://decisionstats.com/2010/06/02/sas-early-days/