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Is Oracle's virtualization call all fluff 'n bluff?

Well, according to ZDnet, the Analysts think so:

Oracle on Monday announced its own server virtualization software and claimed it was three times more efficient than rival products. VMware shares were whacked on the news. What a difference a day makes. On Tuesday, analysts called Oracle’s virtualization announcement “virtual FUD” and noted it was reminiscent to the company’s Unbreakable Linux announcement a year ago.

As Dan Farber detailed, Oracle’s own version of the Xen hypervisor seemed to be targeted at Red Hat, but impacted a bunch of other companies such as VMware and Citrix, which recently bought Xensource. In the big picture, the hypervisor writing is on the wall: It’ll be a commodity.Meanwhile, a lot of companies, HP, Microsoft, Oracle, Red Hat and Virtual Iron, are gunning for VMware.


We all need a partner, that can really give Xen some real introduction in the open source world, that way Virtual Iron is doing a lot better job at it. Sun, too will do better, and in my opinion, Sun will succeed in bringing open source virtualization to that "inflection point" eventually.

Link


and BTW, VMware is back on track, rising to 90+ already today!
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