Oracle Is Latest To Take On VMware 109
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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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 never bought the stock in the first place.
You give people way to much credit. I agree that people thought the dot com companies were worth something.
There are at least 2 groups of people here though:
The first group though the company they were investing in had a product they would be able to sell and be profitable.
The second group simply saw the value of the company as being the rising stock value. The second group didn't have any idea what the product they would sell might be, or how viable it was. The second group most likely caused the bubble
retarded comments in summary (Score:5, Insightful)
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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?
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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
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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.
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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.
Company performance should effect investors. (Score:2)
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
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What the investors would be interested in is if their customers discovered there was a better product out there.
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Can they compete? (Score:1)
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That's really the only way for a large company to grow.
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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
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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:
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You're seeing it from the point of view of the continued existence of a single company, and not from the point of view of an investor that has thousands of different stocks to choose from.
Yes, companies without internal diversification have a bigger risk of going south. But for you as an inve
Re:Can they compete? (Score:4, Insightful)
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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While virtualizing a database may not be the best idea from a performance standpoint, virtualizing a middle tier or 2 may be very attractive.
Oracle is only supporting virtualization with their VM product. While this makes sense from their perspective, consumers are now choiceless if they use Oracle. For instance, we've implemented open source Xen to consilidate several other servers, if we planned to virtualize any of ou
Unbreakable Xen (Score:3, Insightful)
Re:Unbreakable Xen (Score:5, Insightful)
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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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:Can they compete? (Score:5, Insightful)
I think this quote from their Oracle VM FAQ is more telling:
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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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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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?
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Are you trying to claim that anyone (in their right mind, of course) would run a real database server on Windows?
Nah - Oracle know their market, and Windows is and always has been a very low priority for them.
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Bzzzz! Wrong.
There's nothing to move here - the OS and/or database remain on the shared storage, the OS can optionally be started on another box.
(Apart from this, Oracle already has built-in RAC clustering which does not depend on 3rd party fail-over solutions for fault tolerance of database applications.)
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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
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Yes, it's called diversifying your risk away. Companies do this so they don't have all of their eggs laying in one basket.
Isn't this just Oracle re-branding RHEL 5.1 (Score:5, Interesting)
And how can this make VMWare stock drop by 10%? Xen ain't new (or great).
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"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.
UnFAKEable Linux (Score:1)
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Re:UnFAKEable Linux (Score:5, Insightful)
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.
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VMWare blazed a path on Intel based hardware, that's for certain. Their only main way to keep their lead is to push the tools better and faster than Xensource (Citrix). Hardware-based paravirtualization saved Xen from having to implement VMware's code morphing; it's a level playing field and they only benefit to VMware at this point is the robust toolset.
Citrix has years of experience at building management toolsets.
middle wear vs. middle wear (Score:1)
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It wasn't just Oracle's announcement. It was the market press trumpeting the relatively insignificant entry of Oracle, coupled with MSFT's announcement of Hyper-V (and 28$ pricing), causing investors to realize that the share price of VMW had been hyperinflated based upon poor understanding of the virtualization market and presumption that their current market-share dominance was largely unassailable despite competition from every other industry player, both software (MSFT, IBM, RHAT, CTXS) and hardware (
Not rebranding, respinning (Score:2)
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
VMWare still better. (Score:2)
When an open source competitor can run as reliably and fast on my dual quad-core Xeon server, can host at least Linux, FreeBSD, Windows 2000, Windows 2003 Server, and Windows XP, can do clustering with
Sorta makes sense (Score:3, Interesting)
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.
Sorta makes sense to worry too (Score:1)
One of the major selling points for VMWare is that it is ideal for development and if a major player in the development world, which Oracle is because they have the database, then there is much more appeal and legitimacy to doing virtualization through Xen. Now, personally I just got our company to buy a VMWare license for a couple of us because it is so easy and we're working with Macs. The issue wasn't a question of which VM system was better, it was a simple question of which was cheaper. I preferred VMW
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Sun also releasing Xen-based virtualization (Score:5, Informative)
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.
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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.
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Any word on if it works (Score:5, Insightful)
Also - really can we get more retarded biased comments about stock prices in the summaries. It's good for a WTF chuckle.
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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.
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Well, someone else saw yet another different hit with a XYZ xyzVM'ed RAID-1 backend.
The fact that you saw a single-digit hit doesn't mean that everyone will see the same hit.
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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)
Where'd you get the idea VM I/O MUST suck? (Score:1)
You're thinking of VMWare, not Xen I suspect.
With a VMWare machine all communication with the processor must be interpreted, that is how the machine essentially works, it provides a fake communication channel that it can control. It does a really slick job of that, but it is still having to go through the extra step.
Not so with Xen, because it uses modified kernels that don't have to be interpreted (Which is why you can't just install your favorite OS in any old Xen like you can with VMWare.) This is why
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Well, of course. With virtualization, each system call has to go through an extra layer before reaching the host kernel, and the cache might also be affected.
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In fact, IBM mainframes have been doing this for decades, so I challenge your argument that databases and virtualization are incompatible. It is an immature practice in the x86 world, but it's fast evolving into the way to do business, especially for underutilized resources.
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MySQL lets you store the whole DB in ram if your using NBD, which should be fine in a VM - I dont know if you can do that with oracle.
Now fix the licensing (Score:4, Informative)
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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!
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VMware support by Oracle (Score:2)
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.
you're probably right (Score:2)
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
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I've not heard that Oracle refuse to support systems installed on VMWare though. I think the last time we actually tried to get support from Oracle was, er, never. Our developers report bugs to them, and that's about it.
I suspect that if their refusal to support is true, then it's for bullshit reasons. Exactly what you'd expect from a
Expect non-support-except-on-our-VMs to be normal (Score:2)
This is clearly a monopolistic practice, but I don't expect our corporate over
Oracle Is Latest To Take On VMware (Score:3, Insightful)
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
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10% down? Sounds good. (Score:1)
A lot of customers want this (Score:2)
I used to work
Boo Oracle (Score:1)
Oracle, much like Microsoft, has lost its purpose. They absorb, invade and cheapen every single area of computing with their predatory acquisitions. It used to be that Microsoft was an OS company, and Oracle was a DB company. Oh, and Google was a sea