Version: 2008

Comments on: Will 'good enough' virtualization topple VMware?

VMware's dominant market position in virtualization looks ripe to fail, if we assume the history of Novell's Netware is any guide.

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by atwattersjames July 2, 2009 8:12 AM PDT
Yes, about 1k times yes. Just look at the cloud hosting providers and almost none of them offer VMware VMs.

VMware is NOT a hot new development--new application technology. Its an enterprise consolidation play for the most part.

Note that VMware had to personally invest in their one hosting provider to keep them going.

http://www.thewhir.com/web-hosting-news/062409_Terremark_Closes_420M_in_Senior_Secured_Not
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by Random_Walk July 20, 2009 1:59 PM PDT
You do realize that most "cloud" providers don't use much in the way of customer-facing virtualization in the first place?
by pentest July 2, 2009 9:33 AM PDT
VMWare has some terrible software. VMPlayer being the head of the crapware parade.
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by Gasaraki July 20, 2009 11:06 AM PDT
Wow... Ok. I didn't realize I was using suck crap. Let me switch at once...
by tristanbob July 2, 2009 10:24 AM PDT
I have worked with Vmware in the past and I have been impressed with what it can do. That said, I was confident that Vmware was doomed because of the free/cheap alternatives that performed many of the same functions. However, Vmware has surprised me with the great new features they have created in the newest version of their product, Vsphere 4.0. I think they will be able to keep most of their marketshare due to these innovations.

I think that "good enough" solutions will always be attacking the best solutions. This forces the leader to keep improving to stay in the lead. Of course, customers have different priorities, and some will always choose the cheaper solution, because it is "good enough" for them.

You can ask this exact same question about every other product. Will MySQL topple Oracle?
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by servermaker July 2, 2009 12:40 PM PDT
Nope, but microsoft is doing a pretty darned good job of eating in to their core database business...
by Random_Walk July 20, 2009 2:00 PM PDT
Show me one that does what VMotion does, then we'll talk. Until then, I can guarantee you that the only IT departments using the alternatives for mission-critical applications, are departments about to see a few unemployment slips when something breaks.
by baetica July 2, 2009 10:38 AM PDT
People should remember their history. Almost all technology franchises are not destroyed by competition, they're destroyed by a company's mis-steps. Netware 4 was a disastrous product execution that destroyed Netware's networking franchise. It was buggy to the point of tears, it was Netware 3 incompatible (I mean surely everyone has learned by now that you make your stuff backward compatible or suffer irrelevance - Google App Engine anyone?)
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by darkxeno July 2, 2009 12:12 PM PDT
I've used VMware and have dumped it in the last two years after they started installing 3-5 extra services in windows was a good product at one time but like baetica said every company falls due to their own errors. Heck even Apple and Microsoft has taken big hits for their steps in life.
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by qnet July 2, 2009 12:29 PM PDT
Nothing in the Red Hat article you linked says anything about anyone shifting to KVM other than the vendor itself.
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by jkohut July 2, 2009 1:59 PM PDT
Having lived through the original Novell Netware fall from grace, I suggest the following:
VMWare should work with Colleges,Technical Schools, etc.. to provide Free versions of the software for training new VM Adminstrators AND they should continue to provide good online support at a free cost. If you make the implementation/support experience easy for less technically oriented people people will embrace it. VMware/EMC should purchase Double-Take (before Microsoft does) software and integrate that technology into it's VMs for failover to remote locations for DR.
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by ianrbruce July 2, 2009 2:02 PM PDT
It's too easy to confuse a product (NetWare) with a company (Novell). Cappuccio's analogy might work at the product level, but fails at the company level.

Novell is a much different company today: the second largest provider of Linux, from the desktop to the data center; a technology leader of identity and security management solutions; and a longtime leader in the collaboration market. We even have a unique set of solutions for virtualization and workload management products that complement - and compete - with VMware.
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by ianrbruce July 2, 2009 2:02 PM PDT
It's too easy to confuse a product (NetWare) with a company (Novell). Cappuccio's analogy might work at the product level, but fails at the company level.

Novell is a much different company today: the second largest provider of Linux, from the desktop to the data center; a technology leader of identity and security management solutions; and a longtime leader in the collaboration market. We even have a unique set of solutions for virtualization and workload management products that complement - and compete - with VMware.
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by Mark Burgess July 2, 2009 2:14 PM PDT
God I hope not, but Microsoft has a great history of winning with mediocre products, because they can afford to "give them away". At least at first, the pricing is hard to resist, and the integration is easy, and by the time you realize you have a piece of junk it's too late.

Microsoft's efforts in virtualization cannot be compared to the robust, enterprise-ready solutions provide by VMWare. However, as the author points out, VMWare may make mistakes.

On the Novell subject... it was really the fact that is was easier to migrate from Netware 3 to NTAS than to Netware 4 that killed Novell as a NOS company. Too bad, because Netware was way superior. Did anyone really like NTAS?
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by bananaphonerules July 2, 2009 8:48 PM PDT
Hyper-V rocks along (never stopped). VMWare Server died for me after 2 days...a huge pain.
"Not as robust" my hairy bum.
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by adoyle75 July 3, 2009 12:08 AM PDT
as anyone who work in IT for while will a test to its hard to get people to change there ways ,people
like what they no , atm I think it will be difficult for anyone else to make any real meaning dent in vmware
market share unless they start to **** off there customers .
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by Andres_Garcia July 3, 2009 3:08 AM PDT
I have begun testing KVM in Fedora 11 this week, seems nice so far even though configuring the
virtual networks needs to be easier (like a lot)
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by Marauder62 July 3, 2009 6:39 AM PDT
You may be on to something, but let's also remember the timeframe that Novell fell from grace. Netware was Novell's bread and butter, their core competency. MS was really just getting started, they had Windows 3.1 running on Lan Manager with NT just about ready to be released.

MS was already showing some muscle with Office. And then Novell decided they wanted to get into the applications business. I truly beleive this was a fatal mistake for Novell. Netware seemed to kind of stall out in favor of Novell applications. Meanwhile, MS threw all kinds of development muscle behind NT and the creation of some really excellent Netware to NT migration tools.

Novell did not acknowledge the threat to their core business until it was too late. MS had already convinced the majority of the market that NT was easier, "good enough" and less expensive than Netware. I truly beleive that if Novell had stayed the course and not neglected their core, NetWare would still be a relevant, maybe even dominant, platform today.

WordPerfect made a similar stumble. MS Office Word did not really take off until the release of the truly horrible WordPerfect 6. However, in this case MS was beneficiary of being in the right position at the right time. When WordPerfect stumbled, MS pounced, as any company in that position would have. WordPerfect has never recovered.
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by msondge July 4, 2009 4:33 PM PDT
What Microsoft will do as they always have, is create roadblocks in the new versions of windows to prevent companies like VMware from being able to successfully run windows and windows apps. they have done it again and again, and will continue. They will do anything to protect their monopoly.
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by ooprus July 20, 2009 4:10 PM PDT
One of the things that killed Netware was it didn't use TCP/IP. Everybody shifted to TCP/IP and Netware, with its non-standard network protocols (IPX) were left behind. You could not exactly develop your own apps to run on a Netware server either (there was no user/kernel mode split). The *nix world never embraced IPX, and people didn't want to run both TCP.IP and IPX protocol stacks.

It's probably hard for most people now to even imagine not running TCP/IP and apps on their server. Microsoft servers also are not an equivalent replacement for a Netware server, a Netapp/EMC file server is. People needed someplace to run server apps too, Windows Server and *nix is that place.
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