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Editor's note: Last week's acquisition of Cognos by IBM continues to fuel discussion about consolidation in the Business Intelligence marketplace, and the large enterprise IT providers now all have a major BI tool in their stack. The following is a transcription of a podcast which discusses this news in the context of the entire market. For questions and comments, and to learn more or participate in ebizQ editorial podcasts, please reach Elizabeth Book at editor@ebizq.net. Participants of this podcast are Beth Gold-Bernstein (BGB); Tony Baer (TB); Michael Dortch (MD); and Marc Andrews (MA.)

BGB: Welcome, everyone, to this ebizQ podcast. I'm Beth Gold-Bernstein, VP of the ebizQ Training Center. With me today on this podcast are Tony Baer, Principle of OnStrategies; Michael Dortch, Senior Analyst at Aberdeen Group and an ebizQ blogger; and Marc Andrews, Program Director of Data Warehousing at IBM. I want to welcome all my panelists. Thank you for joining me.

Today, we're discussing IBM's acquisition of Cognos. Now, Tony Baer pointed out in his excellent blog post, which you can read on our site, ebizQ.net, that barely a month ago, SAP announced that it was buying Business Objects and roughly eight months ago, Oracle announced its acquisition of Hyperion and now, IBM yesterday announced its intention to buy the last independent tier I pure play business intelligence vendor, Cognos.

Now, Tony -- where does this deal place IBM competitively in the market? Is this merely a case of catch-up, or does it give IBM some competitive advantage?

TB: Well, I think the bottom line is that it really fills the hole in the donut for business intelligence for IBM. And that, for the past several years, it seemed that as part of its larger information management strategy that IBM was building a BI strategy, which had everything except BI in it. I mean, originally, IBM had sort of backed into this market with an old OEM deal with Hyperion and back then, we always kept, you know, the conventional wisdom was "Why didn't IBM buy Hyperion?" We're talking about five, six, seven years ago.

To read the rest of this transcript, click here!

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