SPSS, UNICA, NETEZAA, CLARITY, OPENPAGES .... IBM has really built up its analytics arsenal over past year. It is clearly positioning itself as the one shop analytics shop and a credible rival to SAS. In fact, with a lot of its recent acquisitions it probably has greater spread of offerings than SAS.
I am looking at this in the context of the next big frontier where the analytics marketing war is likely to be fought -- the small and medium enterprise space. This is a space where in my opinion, SAS has a natural disadvantage, due to its front heavy investment requirements, and IBM is clearly positioning itself as the front runner. SAS should probably lead with JMP in this space rather than its main product.
Another player to watch in this space is Google. With Google Analytics, they have really introduced analytics to a lot of Small and Medium Enterprises, and whetted their appetite... are they going to follow up with a comprehensive solution? We will be watching.
-datamining_guy
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