Oracle, SAP Threatened by Big Data Startups Lotame, DataStax, Etc., Says Cowen

Cowen & Co.’s Peter Goldmacher today offers up his finding from meeting with practitioners of Big Data applications, including startups Lotame, DataStax, Couchbase, Hortonworks and Vertica, and consultancies Opera Solutions and Mu Sigma, finding that Big Data “is going mainstream more quickly than investors expected.”

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