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Oracle Is Latest To Take On VMware

Posted by kdawson on Tue Nov 13, 2007 03:26 AM
from the virtual-virtual-everywhere dept.
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.
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[+] News: Oracle Buys BEA 115 comments
In an event not as surprising as this morning's buyout announcement, but still noteworthy, Oracle has purchased BEA Systems. The middleware maker was snapped up for the sum of $8.5 billion, the second offer Oracle put forward. "BEA had long been considered a prime takeover target in an industry that has been consolidating for several years, but BEA executives had repeatedly dismissed Oracle's overtures, saying the company could perform better independently. Mr. Icahn began buying up BEA shares last summer, and today owns 13 percent of the company. The deal makes Oracle the undisputed leader in the market for middleware, business software that gets its name from its role as a layer of programming code that resides between a company's database system and the payroll, human resources and inventory systems that use the same data."
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  • Relevance (Score:5, Insightful)

    by R15I23D05D14Y (1127061) on Tuesday November 13 2007, @03:33AM (#21333695)
    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.
    • Re: (Score:3, Funny)

      by timmarhy (659436)
      never let facts or logic get in the way of bashing a big company!
    • Re:Relevance (Score:4, Insightful)

      by Anonymous Coward on Tuesday November 13 2007, @06:53AM (#21334439)
      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.
      • At the lowest level you are correct. However, what is the reason for people wanting to buy the stock vs. sell the stock. Sure what it really comes down to is that they believe that they will be able to sell the stock for a higher price at some later date, but there has to be some product behind it, or it will eventually collapse, like the dot com bubble. People actually thought all those dot com companies were worth something, and had a chance of selling some kind of product, otherwise, they would have n
  • by timmarhy (659436) on Tuesday November 13 2007, @03:33AM (#21333703)
    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"
    • Re: (Score:3, Insightful)

      by evanbd (210358)

      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?

      • by Znork (31774)
        "Does anyone actually expect it to cost them sales or other revenue,"

        Personally I have no idea. You'd have to ask the virus writers if someone's planning on writing a database transmitted virus. If one of them decides a guaranteed unpatched hole with a finished exploit available is just too good an opportunity to pass up, well, then I could certainly see how the subsequent fallout would affect Oracle's financial status.

        I mean, sure, anyone who's actually dealt with Oracle on a daily basis has a fair idea of
    • by c (8461)
      I think the comment was a sort of "yet another 'me too' product, markets rejoice. Consistent failure to handle major security problems in flagship product, markets... meh?"

      But, then, Oracle's poor security track record (they certainly redefined "unbreakable") isn't anything new and I'd hope that both markets and customers have long ago corrected for it.

      c.
    • Exactly. Unless a massive worm can exploit that security hole and deletes a few billion dollars worth of data, I doubt that it will have any impact on Oracle's bottom line.

      Investors don't care how secure Oracle's products are, as long as they make money. If you need an example of that mentality, just look at the rise of Microsoft's stock after the release of Windows 95 and 98.
    • To be fair though, the market value jumped because they announced a new product. If those investors were aware of the total and complete 'shittiness' of their existing products (hell, 11 freaking versions and the interface still sucks donkey balls, unpatched exploits, etc...), they may not have been so interested in the new product.

      Educating investors on what exactly they are investing in, and what the new product's likelihood of success is, is a very appropriate thing to do. Who wants to invest in a softwa
  • by BestNicksRTaken (582194) on Tuesday November 13 2007, @03:45AM (#21333757)
    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).
    • Re: (Score:2, Insightful)

      by I kan Spl (614759)
      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.
    • There's probably more here than rebranding. Oracle has the resources to create their own Xen-based solution, and is certainly not going to rely on Red Hat's work.

      That said, you're right to wonder at all the reaction to this announcement. Everybody and his dog are doing virtualization solutions, and the Oracle version is hardly groundbreaking. Indeed, since Xen only supports guest OSs that are hypervisor aware, it's not quite as robust as the "pure" virtualization that VMware does. And yet Oracle has managed
      • Re: (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.
        • by Anonymous Coward on Tuesday November 13 2007, @05:48AM (#21334193)
          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.
  • Sorta makes sense (Score:3, Interesting)

    by Anonymous Coward on Tuesday November 13 2007, @03:53AM (#21333789)
    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.

     
  • by Anonymous Coward on Tuesday November 13 2007, @04:04AM (#21333809)

    "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 [sun.com].

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

    This is a feature separate from Solaris Zones (OS virtualization [opensolaris.org]) or
    Brands (run Linux or Solaris 8 zones on Solaris 10 [opensolaris.org]) or hardware domains.
    • I was going to say pretty much the same thing: Oracle Unbreakable Linux is positioned to compete with Solaris for database hotels. Will this be a cheaper database hotel solution than a Sun/Solaris solution? Does anyone know?
      • by Ed Avis (5917)
        Is this the first comment spam on Slashdot? It's strange, I haven't seen it before.
        • Re: (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!!!! [wikipedia.org]
        • Even if the post was written by a shill for Sun*, it's certainly not "spam". "Spam" is completely non-targeted marketing, while the post in question is about as targeted as marketing gets.

          Also, he was pointing to opensolaris, which is free of charge. You didn't call posts about RedHat's products "spam", even though both RedHat and Sun are open source oriented companies, and all the posts in question are about their open source offerings.
  • by Anonymous Coward on Tuesday November 13 2007, @04:25AM (#21333895)
    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.
    • Re: (Score:3, 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.
      • I used to work in a big Telecom supplier and they never dreamed about using virtualization. We already had enough performance problems using raw hardware and software.

        I moved to enterprise solutions and they are all happily using virtualization. Bad thing is that almost everybody here is a Microsoft drone, I miss my shell scripts.

    • Re: (Score:2, Interesting)

      by larstr (695179)
      Critical servers are not typically virtualized because they get good performance or for consolidation reasons, but http://download3.vmware.com/vmworld/2006/bct9468.pdf [vmware.com] because of http://download3.vmware.com/vmworld/2006/bct0107.pdf [vmware.com] DR. Since storage IO is http://communities.vmware.com/thread/73745?tstart=15&start=275 [vmware.com] 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 migh
    • Re: (Score:3, Informative)

      by cerberusss (660701)

      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.
    • disk and even network i/o is completely crap under virtualisation, so why people are virtualising databases and lately, storage (!) is beyond comprehension.

      vms are good for things that use mostly ram and cpu (which are easy things to upgrade - you can't really make disks just go faster)
  • by MartijnL (785261) on Tuesday November 13 2007, @04:34AM (#21333927)
    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.
    • That was exactly my thought. I'm betting this new Oracle virtualised linux will have proper licencing while none of the others do, but I can't find any details anywhere.

      I'm thinking of installing Oracle Linux on the server I'm putting together next week just in case it means I can try out virtulisation in case they fix the licencing. We run all servers on the bare metal entirely because of this... crazy!
    • I bet the licensing is a lot more flexible when you're not yet a customer.
  • On this topic, Oracle also refuse to provide support for Oracle installations on VMware hosts.

    I wondered why that was so, because VMware provides a common emulated hardware foundation, and logically ought to be *easier* to support than the wild variety of actualy physical hardware out there.

    Anyway, now I know why.
    • I've managed to run Windows 98SE stably and reliably in Win4Lin 9.x on a Fedora Core host and VMware Server on a Debian host, though this is a desktop, not a server environment.

      If virtualization can stabilize Windows 98, I'm sure that it can provide any help with stabilizing Oracle it can possibly use. If I had to run Oracle, I think I'd look for third-party support for Oracle and thumb my nose at Oracle Corp in the hope of getting more uptime than I can get with a native Oracle environment.

      Any Oracle
    • All the major application vendors recognize that VMs are valuable and they also recognize that by refusing support for 3rd-part VMs *AND* offering a VM (even if it is someone else's with a new paint scheme), they can both make more money and squeeze competitors. Microsoft is already doing this with Exchange 2007 (note coming hypervisor/VM tech in 2008 server), and I expect other major application vendors might try the same thing.

      This is clearly a monopolistic practice, but I don't expect our corporate over
  • by Alex (342) on Tuesday November 13 2007, @07:50AM (#21334749)
    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
  • Why is Oracle getting into so many new markets? I think it adds value to some of their customers. The reason is service contracts. Many companies will not buy software unless they can also get service with it. What they don't like is having to buy 15 different service contracts and then watch the various vendors all say "The problem is in the other guy's stuff, ours works fine." These customers want a single point of contact for software problems and Ocracle wants to be that single point.

    I used to work
    • by Bacon Bits (926911) on Tuesday November 13 2007, @03:48AM (#21333769)
      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).
    • 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 spa
      • Re:Unbreakable Xen (Score:5, Insightful)

        by prichardson (603676) on Tuesday November 13 2007, @04:32AM (#21333919) Journal
        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.
        • Re: (Score:3, Insightful)

          by cerberusss (660701)
          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.
      • Oracle has lost a hell of a lot of real money to open source

        Not due to linux, nor virtualization. In fact they have probably gained a lot from linux, and why not? The less someone spends on their operating systems, the more they can spend on Oracle licenses.

        They may have lost a few sales to MySQL and PostgreSQL, but that's no reason to attack linux or Xen.
        • Re: (Score:3, Informative)

          are you pulling that number right out of your ass? This survey [lwn.net] 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.
    • by martyros (588782) on Tuesday November 13 2007, @04:23AM (#21333885)

      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.

      • Re: (Score:3, Interesting)

        by cerberusss (660701)
        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.
        • In a big department meeting, I asked the department head whether we will do something with C# besides Java. The room actually laughed.

          I can see supporting MS, as in making their software run on that platform. I can't see them locking themselves into MS's proprietary development system, though. What possible benefit would that have for them?

          • Re: (Score:3, Interesting)

            by CandideEC (953336)
            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 ju
      • The only reason I can think of, and have see companies do, is for VMotion fall over. Install an ESX server with just the DB running, and if it has problems, or you need to take down the physical box, you just move it to another one temporarily, without a break in transactions. Works well, but that is the only reason I can think of for doing it.
      • Re: (Score:2, Insightful)

        by deroby (568773)
        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 (temporari
        • No. You do not want to be tied down to any particular market niche. Because at some point your schoon will become a sinking barge. Diversification is the only way for a company to reliably grow. Doing the opposite of diversification (*cough* Motorola *cough* by exiting as many markets you were even slightly competitive in *cough* damn I seem to have gotten a bad cough, or something) is a surefire way to die. ...which is why Microsoft is a booming business. Which is why Google is not sitting in the search c
          • by Znork (31774)
            This is a really classic management philosophy conflict (and one that appears to go in popularity waves), and the 'right' answer really depends on your position in the market. For an employee who doesnt want to change jobs, or for a family/few-owner business, diversification and protection of total assets is a priority.

            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
            • Most of the time, when we see companies try to diversify, and go outside their area of expertise, they end up doing a really poor job at it, and losing a lot of money in the process, or even if they get a profit, the money spent to obtain the profit could have been better invested in their core business, and returned a bigger profit. Look at some examples like the Zune, XBox, and Corel Linux. Plus there's other examples of places where a company gets too many products and has internal conflicts ruining it'