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Oracle Is Latest To Take On VMware

Posted by kdawson on Tue Nov 13, 2007 04:26 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, @04:33AM (#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.
    • 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, @07:53AM (#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.
  • by timmarhy (659436) on Tuesday November 13 2007, @04:33AM (#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)

      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 BestNicksRTaken (582194) on Tuesday November 13 2007, @04:45AM (#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)

      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.
      • 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, @06:48AM (#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, @04:53AM (#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, @05:04AM (#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.
  • by Anonymous Coward on Tuesday November 13 2007, @05:25AM (#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.
    • Re: (Score:3, 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.
  • by MartijnL (785261) on Tuesday November 13 2007, @05:34AM (#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!
  • by Alex (342) on Tuesday November 13 2007, @08:50AM (#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
    • by Bacon Bits (926911) on Tuesday November 13 2007, @04:48AM (#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, @05:32AM (#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)

          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.
        • 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, @05:23AM (#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)

        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.
          • Re: (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 ju