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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.

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

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