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Oracle Is Latest To Take On VMware

BobB writes "Oracle is going after its piece of the hot virtualization market by introducing an open source Xen-based hypervisor to compete against those from Novell, Red Hat, and VMware. Oracle VM, unveiled Monday at the Oracle OpenWorld convention in San Francisco, enables virtualization on Oracle and non-Oracle software applications and on the Linux and Windows OSs. It also operates on industry-standard x86- and x86-64-based servers. Oracle claims it offers virtualization at a lower cost than competitors can." VMware stock dropped over 10% on the news; Oracle's stock rose. The market was not punishing Oracle for the unpatched zero-day vulnerability (public exploit available) that the company won't patch until Jan. 15.

28 of 109 comments (clear)

  1. Relevance by R15I23D05D14Y · · Score: 5, Insightful

    I can't see the link between a Xen-based hypervisor and and a company being punished for a "unpatched zero-day vulnerability" that doesn't look like it is part of the hypervisor. Also, I can't see why the stock price would drop based on critical bugs. Stock prices should reflect number of people buying the software anyway. Hence Microsoft stock have value.

    1. Re:Relevance by timmarhy · · Score: 3, Funny

      never let facts or logic get in the way of bashing a big company!

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    2. Re:Relevance by Anonymous Coward · · Score: 4, Insightful

      No stock prices reflect the number of people who want to buy the >stock as compared with the number of people who want to sell it. Stock prices may have nothing to do with the viability of the products and services the company sells (at least in the short run). That's why there was a dot com bubble in the first place.

  2. retarded comments in summary by timmarhy · · Score: 5, Insightful

    Please try to keep stupid statements like "The market was not punishing Oracle for the unpatched zero-day vulnerability (public exploit available) that the company won't patch until Jan. 15." out of the summaries. the market is NOT a technical forum, so unless this exploit can demonstrate some kind of loss for oracle, they have no reason to "punish"

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    1. Re:retarded comments in summary by evanbd · · Score: 2, Insightful

      Exactly.

      And why would we expect the market to "punish" them? Does anyone actually expect it to cost them sales or other revenue, or increase their costs, or otherwise have a relevant impact on their financial status?

  3. Isn't this just Oracle re-branding RHEL 5.1 by BestNicksRTaken · · Score: 5, Interesting

    Seems a bit strange how RHEL 5.1 offers Windows virtualisation with Xen 3.1 and just days later Oracle does the same.

    And how can this make VMWare stock drop by 10%? Xen ain't new (or great).

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    1. Re:Isn't this just Oracle re-branding RHEL 5.1 by I+kan+Spl · · Score: 2, Insightful

      Yup.

      "Unbreakable Linux" is simply RHEL with a bunch of tweaks to make Oracle apps run better.

      The tweaks are nice, but it is the same OS.

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  4. Re:Can they compete? by Bacon+Bits · · Score: 3, Insightful

    I don't see how it could ever be conceived as anything bad for us consumers. Too many thumbs in the pie is what drives competition for a bigger slice. They will compete on price, features, stability, etc.

    Never question the stupidity of a corporation when it's only ever going to improve the products you actually buy (or buy into).

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  5. Unbreakable Xen by passthecrackpipe · · Score: 2, Insightful

    Of course they cant. They can't compete with serious distro's and they wont be able to compete with serious Xen players. Thats not the point. wearing my tin foil hat, I'd say that their point is to fragment, or at least give the illusion to fragment, open source work. Oracle has lost a hell of a lot of real money to open source, and have been been brought to the enterprise open source table kicking and screaming. There is no money to be made here for them, they will gain little to no credibility in this space (not core business, blah blah) and they have never been known to have a warm spot in their hearts for open source in general.

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    1. Re:Unbreakable Xen by prichardson · · Score: 4, Insightful

      Are you suggesting Oracle is doing this out of spite? Entities run by committee aren't exactly the breeding grounds of emotional decisions.

      I'd wager that Oracle is just adding another product for the purposes of presenting some sort of purely Oracle virtualized database solution. Petty grudges are not profitable.

      --
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    2. Re:Unbreakable Xen by cerberusss · · Score: 2, Insightful

      Say what you want about Ellison, but he's the boss and he's very much a human being. If he has a petty grudge then there can be a hundred committees in Oracle but none will be in the way.

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    3. Re:Unbreakable Xen by passthecrackpipe · · Score: 2, Informative

      are you pulling that number right out of your ass? This survey from feb 2007, begs to differ. It puts Oracle on 0.8% contributions. That means Oracle comes after(Unknown), RedHat, (None) IBM, QLogic, Novell, Intel, MIPS Technologies, Nokia, SANPeople, SteelEye, Freescale, Linux Foundation, MontaVista, Simtec, Atmel, HP, and SGI (in order of contributions) in terms of contributions.

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  6. Sorta makes sense by Anonymous Coward · · Score: 3, Interesting

    for Oracle to get into the VM business.

    Then they can ship pre-built VM images with oracle already installed and configured. Thus, the database server becomes a VM appliance (not quite a dishwasher yet...)
    Easier to support (ie lower costs) especially if the VM runs Linux. As much as I hate Oracle, this following their 'legal theft' of RHEL it all starts to hang together.
    However, it remains to be seen if they can build up their support side so that is basically 'sucks less' than it does now. There is a danger that they are spreading themselves too thin.

    I don't think VMWare should get too worried by this. The overall market for VM's is huge. As long as the quality of their product stays high then their market will grow along with the overall market for VM Systems.

  7. Sun also releasing Xen-based virtualization by Anonymous Coward · · Score: 5, Informative

    "Oracle is going after its piece of the hot virtualization market by introducing an open source Xen-based hypervisor to compete against those from Novell, Red Hat, and VMware.

    Sun is also rolling out a Xen-based virtualization solution called Sun xVM.

    More info at http://opensolaris.org/os/community/xen/

    This is a feature separate from Solaris Zones (OS virtualization) or
    Brands (run Linux or Solaris 8 zones on Solaris 10) or hardware domains.
    1. Re:Sun also releasing Xen-based virtualization by morgan_greywolf · · Score: 2, Funny

      No, most of us are smart enough to hide our spam carefully in the form of the insightful or informative commentary. For instance, did you know that Larry Ellison, CEO of Oracle, uses H3RB4L V1@GRA!!!!

  8. Re:Can they compete? by martyros · · Score: 5, Insightful

    I think this quote from their Oracle VM FAQ is more telling:

    Recognizing enterprise customers' demand for fully supported server virtualization, Oracle now offers Oracle VM backed by a world-class support organization, as well as a full suite of Oracle product certifications.

    In other words: they recognize that customers want virtualization. But, they don't want to support running on just any hypervisor. Doing so places them in the position of having to rely on another company's software product to run well, which is just not a good idea from Oracle's point of view. The solution? Take an open-source solution and tweak it to their own specifications. Since they have control, they're not dependent on anyone else for good performance.

    They claim to do Windows virtualizaiton, but the fact is that without paravirtualied Windows drivers, any performance is going to royally stink. I'd be surprised if they invest the time to actually make those work.

    What would be a good idea for them in the long run, I think, is to allow their management tool to integrate with some others -- RedHat's or XenSource's, for example -- so that customers can manage all their servers from one console, while taking advantage of Oracle's specialized distro.

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  9. Any word on if it works by Anonymous Coward · · Score: 5, Insightful

    It's been my experience that the one thing Virtual Servers aren't good at it's io intensive applications like I don't know.... DATABASE SERVERS? At work we looked into virtualizing our development/testing environments the only thing we couldn't virtualize was the databases - too much of a performance hit. This seems interesting to me - why would oracle do this when they have fought the logical conclusion for so long - pre-packaged linux distro with their Oracle stuff built right in - deploy and go. Seems like one would be easier than the other.

    Also - really can we get more retarded biased comments about stock prices in the summaries. It's good for a WTF chuckle.

    1. Re:Any word on if it works by jobsagoodun · · Score: 2, Interesting

      We had interesting experiences of virtualising network services. Its all OK until you try to push lots of small interactions through your VM; then you start to push up against whatever way & freq the CPU is shared between VMs. Its less of a problem if you have more CPUs though.

    2. Re:Any word on if it works by larstr · · Score: 2, Interesting

      Critical servers are not typically virtualized because they get good performance or for consolidation reasons, but http://download3.vmware.com/vmworld/2006/bct9468.pdf because of http://download3.vmware.com/vmworld/2006/bct0107.pdf DR. Since storage IO is http://communities.vmware.com/thread/73745?tstart=15&start=275 slower inside a virtualized enviroment you will need to spend some more time to plan your storage environment and implement it right in order to get the expected performance even if it might a bit be more expensive.

      Lars

    3. Re:Any word on if it works by cerberusss · · Score: 2, Informative

      At work we looked into virtualizing our development/testing environments the only thing we couldn't virtualize was the databases - too much of a performance hit.
      Where did you put your storage then? I've seen a 5-10% performance hit with a Xen LVM'ed RAID-1 backend. When using a SAN of some sort (even cheap ass ones) this disappears.
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  10. Now fix the licensing by MartijnL · · Score: 4, Informative

    Yadda yadda, if Oracle doesn't fix it's own licensing policy than they still will be looking to take you hard for database licenses. They don't recognize software partitioning as a valid means of buying less licenses than there are CPU's in the physical box and when you run VMware in a cluster they want you to license your whole cluster.

  11. Re:UnFAKEable Linux by Drinking+Bleach · · Score: 2, Insightful

    That's because CentOS isn't competing with Red Hat. Red Hat's market is the enterprise customers that *will* pay tens of thousands of dollars per year for support, and this is exactly the same market Oracle is catering too with Unbreakable Linux. CentOS is for users that can fix problems on their own and/or cannot afford an RHEL license. This is not the market Red Hat is aiming for.

  12. Re:Can they compete? by cerberusss · · Score: 2, Interesting

    I'd be surprised if they invest the time to actually make those work.

    Yeah, me too. I spent some time at Oracle and while marketing paid lip service to the Microsoft stack, the division that did projects couldn't be less interesting. In a big department meeting, I asked the department head whether we will do something with C# besides Java. The room actually laughed. The department head didn't know what C# was.

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  13. Re:UnFAKEable Linux by Anonymous Coward · · Score: 5, Insightful

    Oracle aren't competing with Redhat either. Someone would actually have to be running Unbreakable Linux for them to be competing, and I haven't seen anyone doing it yet: if anything, the market seems to have treated Oracle as a slightly embarrassing uncle who wants to convince you that he's still "hip and cool" and can do Linux just as well as that upstart Redhat can. They just sort of wish they'd be quiet, go home & stick to what they know.

    The idea of Oracle supplanting VMWare in the enterprise virtualisation market is even more laughable. No one is rushing to replace VMWare with Xen, and if they were, they wouldn't do it through Oracle. Oracle make databases (Oh and they do middle wear now too. Buying WebLogic was a rare smart move, provided they can stop JBoss commoditizing their market) Honestly though, Oracle should leave the rest of the software stack to the rest of the industry.

  14. Oracle Is Latest To Take On VMware by Alex · · Score: 2, Insightful

    Oracle Is Latest To Take On VMware

    Please - Xen does not a vmware copy make - vmware is so much more than a virtualization product, VMware are trying to make it THE datacenter management tool.

    Alex

  15. Re:Can they compete? by CandideEC · · Score: 3, Interesting

    Do you work in the real world? Who the hell have you met with a *right* mind? Everything I see is backwards and upside down...and people seem happy to have it that way. Plenty of places run mission critical systems on Windows. Nobody said it's smart or recommended. When I see something done smart around the businesses I work with, I do a handstand. Its an amazing moment indeed. Its half baked because they are coming after VMWare. Not supporting the most used Operating System at a reasonable speed yet is just half baked. Many tech centers we install at are just windows only. I can't dictate anything different to them.

  16. Re:Can they compete? by deroby · · Score: 2, Insightful

    Testing, testing & testing ?

    You only need to set up a specific environment once. Then, in order to do any testing, take a copy of the environment, run whatever is needed and when happy about it, simply revert back to the original 'image' again. Do next test etc... rinse & repeat.
    It also makes it easier to spread the exact identical environment to different machines/people in order to do tests in parallel and still be 'certain' that they all will be done identically. If needed you can even (temporarily or not) archive test results in order to work on them later again... eg, when someone needs to find out why things went wrong...
    Personally, I like it a lot, it saves me heaps of time and while the test team can happily continue testing on their testing machine(s), they sent me the *entire* environment to delve into... filters out a lot of : "but it works on my machine" frustrations.

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  17. Re:Can they compete? by Estanislao+Mart�nez · · Score: 2, Interesting

    But for the diversified stock-owner you dont want each and every one of your stocks weighted down by the dead fat they're trying to protect. You want lean companies generating high profits in a single area. If you wanted diverse, you'd _buy_ diverse. And then _sell_ it when a niche looked about to tank.

    That's a pretty good point, but I think we can take it further.

    If you're an investor, you have two ways to diversify your investments:

    1. You can buy into the stocks of a wider, more diverse set of companies.
    2. You can convince the companies you have shares in to diversify their business.

    The former will always be easier to do--you just buy more stocks (or just go ahead and buy everything--and everything else, too.

    The latter is the only option available to people who are hyper-concentrated in one company's stock and can't trade out--i.e., people who control companies that are really big.

    This is not to say that diversifying a company's business makes no sense--there's no reason in principle why it can't work, and in fact, bringing many things under one roof can achieve efficiencies that separate companies can't. But the point is that there is a definite potential for a conflict of interest between majority and minority shareholders.

    Diversification [within a single company] is for those with a sentimental attachment to an organization.

    And here, as you can guess, I think you're wrong. If you control a company, and that company forms the bulk of your net worth, there is nothing sentimental behind your desire to diversify your business. The only way you can retain all that wealth is by holding on to your stock, and diversifying the business can protect its value.