Thursday, November 15, 2007

Is Oracle VM a Threat to VMware?

The simple answer is "no." And yet as I write this on November 15, 2007 VMware stock (NYSE:VMW) is trading at around $86 per share whereas the October 31 price was near $125, a drop of 31%. During that same period, the Dow dropped about 5% and Oracle dropped about 8%. On the day that Oracle demo'ed the new VM software, VMware stock (NASDAQ:ORCL) dropped 6% and Oracle stock gained 2%. Clearly I am among a minority in my opinion that this announcement will have limited impact on VMware.

We all know what VMware is, so what is Oracle VM (OVM)?

Quoting Oracle: "Oracle VM offers scalable, low-cost server virtualization that supports both Oracle and non-Oracle applications. Consisting of open source server software and an integrated Web browser-based management console, Oracle VM provides an easy-to-use graphical interface for creating and managing virtual server pools, running on x86 and x86-64-based systems, across an enterprise. Users can create and manage Virtual Machines (VMs) that exist on the same physical server but behave like independent physical servers. Each virtual machine created with Oracle VM has its own virtual CPUs, network interfaces, storage and operating system. With Oracle VM, users have an easy-to-use browser-based tool for creating, cloning, sharing, configuring, booting and migrating VMs."

You can download the host OS, Oracle VM Server 2.1 (534MB), the source for that (432 MB), and the Oracle VM Manager 2.1 (304MB). You also would download guest OS, Oracle Enterprise Linux 5 which is Oracle's distribution of Red Hat Enterprise Linux 5 (RHEL5) (5.1GB).

Why do I say that Oracle VM is not a threat? Oracle is carving out merely a restricted piece of the market. Points to consider:
  • If you are a Microsoft shop or even if you have a few important Windows servers, you are not going to be interested in this product, you are going to stick with VMware. Oracle has not yet developed the drivers for Windows that make it efficient as a guest operating system. Again quoting the Oracle FAQ: "Will the performance of Microsoft Windows running on Oracle VM be similar to the performance of Enterprise Linux running on Oracle VM? No. Currently, Microsoft Windows runs significantly slower on Oracle VM than it does on native hardware. However, Oracle is developing paravirtualized Windows drivers that will substantially improve the performance of Windows on Oracle VM."
  • Oracle VM is not an answer to the automation of VMware Infrastructure 3. OVM does not have a optimization features that reallocate virtual machines to different physical machines. OVM is not datacenter automation.
  • Oracle's claim of 3x speed improvement over VMware is based on testing of their own products only. That said, such gains should also be possible with other Linux applications, and that is due to the way that Xen does virtualization. Xen takes advantage of Linux as the host and Linux as the guest.
  • Although OVM is free, support is not: $499/yr for two cpu systems and $999/yr for unlimited cpu systems. And if you don't subscribe to support, you do not get patches.
What Oracle is doing is providing their own customers with an attractive but incomplete alternative to VMware. This is a way for enterprises with little or no experience to tiptoe into virtualization.

Thursday, September 13, 2007

Xsigo and Virtual I/O

Most folks are familiar with virtual machines. Virtual machines provide a complete simulation of actual underlying hardware. Software like VMware allows data center managers to run one or many virtual machines on a single server. VMware software running on a server host reads a (usually large) data file that represents the contents of a "hard dive" that contains the guest operating system, applications, and data. Virtual machines can be moved from server to server as their need for greater processing power increases. Virtual machines are normally operating system independent in the sense that a virtual machine can run as a guest on any operating system supported by the virtual machine software vendor. Virtual machines have prompted data center managers to undertake "server consolidation" activities.

Some virtual machine software implementations include: VMware Workstation, VMware Server (formerly GSX Server), VirtualBox, Parallels Desktop, Adeos, Mac-on-Linux, Win4BSD, and Win4Lin Pro.

What about "I/O Virtualization" or "Virtual I/O?" Xsigo Systems, Inc. aims to define I/O Virtualization the way the VMware has defined server virtualization. Xsigo emerged from three years of secrecy at the VMWorld conference on September 12, 2007 announcing the company and the technology. The company is backed by Kleiner Perkins, Khosla Ventures, and Greylock Partners. Read more about the announcement. The idea is to make cable changes and application moves simpler.

Here's the Xsigo pitch: "The faster, simpler, more cost effective way to connect servers to networks and storage.
  • 70% fewer cables
  • Up to 50% less capital cost
  • 80% simpler I/O management
  • Open systems interoperability"
It appears that they are selling a box called the Xsigo I/O Director, interface cards, and software drivers. The box occupies 4u in a rack and can be configured with multiple modules: 4 x 1Gb Ethernet modules, 1 x 10Gb Ethernet modules, 2 x 4Gb Fibre Channel modules, and/or SSL modules. That last item may require a little explanation. Quoted: "Consolidate SSL functionality from multiple servers to just one card. This option permits secure communications to and from all attached servers and removes the cost and complexity of server-based SSL."

The box can be managed through a command line interpreter (CLI) or its graphical user interface (GUI). You make connectivity changes through drag and drop operations. The I/O Director also integrates with existing management frameworks through an open API.

In practice, you would install an interface card from Xsigo into each server. Quoted: "A single host channel adapter (HCA) in each server consolidates storage and network connectivity. Each HCA can deploy up to 32 virtual host bus adapters (HBAs) and 32 virtual network interface cards NICs within the server. Other than a standard driver, no agents or management software are installed on the server." The idea is that you can deploy virtual NICs and HBAs on the fly to create application-specific connectivity. Virtual resources appear exactly as their physical counterparts. The switch fabric is non-blocking at 10Gbps.

Once you have all this set up, you can do things like:
  • assign applications on a server to their own IP address (via a virtual interface card)
  • move an application from one server to another (and keep the same ip address)
  • move a virtual machine from one server to another and keep the same IP address
  • ensure that virtual machines running on the same server get the priority they should because the Xsigo software can prioritize the I/O to each virtual I/O port. This could be used in QOS agreements.
  • one server can quickly adopt the identity of another, making fail overs rapid.
  • duplicate configurations at failover sites.
  • speed up backup jobs because the network speed is no longer a limiting factor.
Xsigo's website gives this contact info: Xsigo Systems; 940 Stewart Drive; Sunnyvale, CA 94085 Tel: 408-329-5600. Mysteriously, a brochure give this contact info: Headquarters: Xsigo Systems, Inc.; 70 West Plumeria Drive; San Jose, CA 95134 USA Tel: 408-329-5600 www.xsigo.com. Maybe they just moved.

Analysis: Let's believe for a moment that all this works and there are no bugs in this new system. Let's also grant that this startup has credibility with seasoned management and technical expertise. Who's going to buy this? Really that's the same question as "who has the wherewithal to experiment and take the time to help this new company eliminate the bugs in this new system?" A few names come to mind: Citigroup, Wells Fargo, IBM, AT&T, Google, maybe a large datacenter operation somewhere. The venture firms backing Xsigo have deep pockets. Still you have to wonder what they were thinking. Is there sufficient pain in datacenters to warrant the trouble involved in setting up an Xsigo I/O Director, the interface cards and the drivers? New technologies prompt management to upgrade hardware on a regular basis, so how are they coping right now? What does Google do? There are problems that the Xsigo does not solve. So what percent of all problems are solved by Xsigo? Will it be possible to eliminate one position thereby justifying the cost of the Xsigo system? For some datacenters maybe. Enough to keep this company going? The venture backers must have figured that this company would make a good buyout candidate for Cisco, Juniper, HP, Dell, or even IBM. Operating in the context of a larger product offering with a sales pitch of reducing costs makes sense.

We'll examine competition in a future post.

Vertica

Vertica looks to be a revolutionary database technology. In fact, you have to reach back far into database history to find a more important development. There are several features that make this conspiracy possible:
  • Columns storage rather than row storage
  • Column storage opens up the possibility for extreme compression
  • Compression opens up the possibility for rapid access
  • Compression also opens up the possibility for redundant copies of columns in different sort orders
  • Redundant copies of columns in different sort orders opens up the possibility of a server grid that responds to queries
  • Server grid opens up the possibility for self healing when one of the servers goes down
  • Duplicate columns in different sort orders means no need for indexes
An impressive utility is DB Designer. It creates a database from four inputs:
  • Schema
  • Sample queries
  • Sample data
  • Target server configuration
The benchmarks are very impressive. Example application is call records at a cellphone service. Queries run 219x faster using 1/6th the disk space, using ordinary $5,000 commodity server compared to a conventional RDBS running on special $50,000 hardware.

Pricing for the Vertica software looks competitive.