There is a report on allthingsd that states the VMware is likely to buy Zimbra from Yahoo. Three things come to my mind:
1. Why – EMC maybe but why VMware?
2. Does that put them against Cisco and there attempt to rule the world of unified communication?
And does it mean that cracks are appearing in the VCE partnership?
3. And why didn’t Oracle snatch it up – their mail product certainly could need to little help
Here is the official announcement. The Register reports are here and here. This seems to be more than just the few slides I talked about a month or so ago. Quite a few companies are affected by that. The Register talks about the obvious ones. Smaller ones (Fujitsu, Rackable etc.) might get slammed. However, some big ones are out there, that we haven’t heard of. The question is: where is Microsoft?
All this infrastructure is nice, but it still is only infrastructure – a means to run applications. None of the application providers endorsed this venture yet. SAP or Symantec might, but it is hard to see Microsoft and especially Oracle to really appreciate this VCE (or EVC as The Register calls it). Oracle/Sun – it needs to happen sooner than later – will certainly make a point about the fact that it is about the apps.
BOT (build, operate, transfer) – as Chuck alludes is what this venture should deliver. They signed up a couple of big partners (mostly integrators and outsourcers). Many of those need a partnership like this, since IBM and HP are full systems providers and Dell tries to become one (They bought Perot Systems remember?).
Point here is that we know where HP, IBM stands, where Dell wants to be. We can assume, what Oracle/SUN think they should be. SAP happily runs on everything – they may wish they could run without a database., though. But where is Microsoft?
I would like to know…
Ooh I forgot one more name NetApp where will they go?
Well, spent a few hours earlier today at a WMware event – one presentation by VMware, the other one was done by their partner EMC. It is interesting to see how they try to portrait VMware as independent from EMC. Kinda cute. The EMC presentation was mostly about what their EMC Ionix division has to offer. Of course VMware vCenter works nicely with almost all the software EMC offers. What was more striking was the fact that Cisco and its UCS was mentioned more than once. Makes me think that these companies get along quite well and they intend to keep that way. For now there is very little overlap between Cisco and EMC – unlike say HP, which is on its way to become a complete systems provider as well. With that I mean switches, storage and the whole software stack (what once was opsware).
VMware didn’t try to tip toe around the Oracle support question – they faced it head-on. They tried to portrait it as mostly FUD. Technically – I think – smaller DB installation shouldn’t be a problem. And as far as RAC goes, I would ask why? Why would anybody try to run RAC in a virtualized environment. If it is running leave it alone (I would say). keep it simple keep it clean. You what this thing up 100% – and you paid dearly for that.
This whole support drama makes you wonder what will happen with MySQL when the SUN acquisition is done.
One thing they didn’t mention is licensing. It – in theory – prohibits anybody from taking advantage of one apparent feature of virtualization. Since they only support OVM – again in theory, as I don’t have any specifics – a VMware customer might need to pay for all the CPU/Cores Oracle is running on and it doesn’t really matter how the VM is configured. That depends of course on the licensing the customer is using.
Reminds me on something Oracle was doing to Clusterware vendors – if you run another clusterware under Oracle you need to pay Enterprise licensing there you have it – It probably did really matter as most of the customers that run clusters had deep pockets anyways and the Oracle sales person was more than happy to sell an Enterprise license. But it was especially made for another vendor that started with a V – Veri something ….