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Paul Merrell

Hewlett-Packard Traded WebOS for This: The Autonomy Gamble - 0 views

  • Content management systems today continue to be based on the types of structured database systems about one or two steps more evolved than dBASE. We've known they would be insufficient for the task, but we've put off the problem of composing a new architecture. It's already too late for major IT companies to start that new architecture from square one; if a company has any hope of addressing this colossal, underappreciated problem, it will need to acquire the architectural project in progress. This is what Hewlett-Packard announced yesterday that it intends to do: acquire a software firm whose core product aims to supplant everything we know about databases, both the SQL kind and the Google kind. In its place would come a clustered approach whose goal is no less than to be the central repository for meaning in the world.
  • As CEO Apotheker told analysts yesterday, HP intends to exploit the prospects for using Autonomy's technology as a foundation for a content management system. For now, that CMS would be a project for what, on the surface, seems an unlikely department: the Imaging and Printing Group (IPG). Autonomy describes this technology - which it calls Intelligent Data Operating Layer (IDOL) - as nothing less than a replacement for, a complete substitute for, a revolutionary disruption of, Google.
  • Elsewhere in Autonomy's literature is a monkey wrench it hurls directly at Google, with hopes of messing up its gears. Here, the company attacks the value of Google's page ranking technology in the enterprise: "in many cases, the most popular information is also the most relevant. The importance or popularity of a Web page is approximated by counting the number of other pages that are linked to it, and by how frequently those pages are viewed by other users. This works quite well on the Internet but in the enterprise it is doomed to failure. Firstly, there are no native links between information in the enterprise. Secondly, if a user happens to be an expert, perhaps in the field of gallium arsenide laser diodes, there may be no one else interested in the subject, but it is still imperative that they find relevant information." This is what HP is buying: an opportunity to disrupt Google. If IDOL is every bit the next stage of database evolution that Autonomy makes it out to be, then HP (at least in its executives' own minds) is not surrendering to Google at all, as some consumer publications this morning are suggesting. As HP perceives it, rather than cutting off Google's left arm, it's targeting the gut.
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