I think this is more about Hadoop and other emerging technologies than the analysts quoted here are willing to admit. Why do you think Teradata is pushing its Hadoop story so much lately? There is, for example, crazy excitement around big data and Hadoop in China. Customers with blank slates center their efforts around Hadoop, while big existing customers are trying to offload more to Hadoop. Teradata sales are fairly flat right now even in the U.S. because big existing customers are getting bigger but fewer are signing up.
Story posted at: blogs.barrons.com