NETWORK WORLD NEWSLETTER: GIBBS & BRADNER
11/16/04

Dear [EMAIL PROTECTED],

In this issue:

* Backspin columnist Mark Gibbs is willing to bet that 
��virtualization will change everything
* Links related to Gibbs & Bradner
* Featured reader resource
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Today's focus:  Betting on virtualization

By Mark Gibbs

I am not a betting man (I paid attention in class when we 
covered probability) but I would bet that virtualization will 
change everything.

I concluded last week's column with the prediction that 
virtualization would make the server business more cutthroat 
than it already is.

My reasoning was that when hardware is isolated from the 
operating systems to the extent that it is effectively generic 
and any physical differences are transparent, server 
differentiation becomes impossible and branding irrelevant.

My second thought about virtualization is potentially more 
disruptive: A virtualized infrastructure weakens Microsoft's 
hegemony.

Note that I'm not taking Microsoft's foray into virtualization, 
Microsoft Virtual PC, seriously. When I talk about 
virtualization I'm talking about the likes of VMware. The 
biggest difference between Microsoft's product and VMware is the 
latter's support for non-Windows operating systems, notably the 
57 varieties of Linux, as well as NetWare and exotica such as 
Oberon, Inferno and BeOS. Virtual PC, on the other hand, is 
really more of a migration tool for NT 4 shops.

In the Microsoft world, the intimate relationship with the 
underlying hardware makes the operating system special - Windows 
is "welded" to the platform, and the complexity of the resulting 
system means you have to be committed to the installation.

But virtualization changes everything. Now operating systems 
become as mobile and malleable as applications - in fact 
operating systems become, in practice, even more mobile than 
applications, and can be duplicated, relocated and reconfigured 
with amazing ease.

So if Microsoft doesn't own the platform any more, it puts the 
company in a weaker position. For example, where you need extra 
service and don't want to spend more money on Windows, you can 
run an alternative operating system simply configured for one or 
two services. This really will rattle Microsoft's ongoing 
spin-doctoring about the total cost of ownership of Windows 
compared with Linux.

If you take a Windows shop and try to migrate to Linux the cost 
will kill you, but that isn't reality. Reality is that you would 
use your existing investment and over a long period introduce 
Linux piecemeal. With virtualization, the migration process 
becomes far more manageable and therefore cost-effective.

I think the whole cost campaign Microsoft has been running shows 
just how profound a challenge Linux is to the company. What it 
is admitting is that there is a real pretender to the throne. 
Microsoft is, in effect, validating the competition.

This reminds me of many years ago when Novell did a "head to 
head" test against Banyan and Microsoft. The problem was that in 
most areas there was no clear winner and when you added it all 
up there was no overall winner. Not only was the effort a waste 
of time and effort, but Novell publicly admitted there was 
competition. Bad idea.

So with virtualization Microsoft loses an important advantage. 
What can it fight back with? Well, how about licensing? Could 
Microsoft start linking licenses to physical processors, for 
example, allowing only one server license to each real 
processor?

I'm quite sure that it can create some kind of argument to make 
such a restriction appear to be a rational response to a 
technical issue - you know, like Microsoft's argument that 
Windows Media Player had to be embedded in the core operating 
system otherwise it would be the end of the world.

Virtualization changes everything. Not immediately or even 
necessarily quickly, but over the next few years virtualization 
will redefine how we run enterprise infrastructure and give us a 
richer range of choices with which to create solutions.

Even though I'm not a betting man, if someone wants to challenge 
me on this I might have to take the bet. This looks like a safe 
one.

Wagers to <mailto:[EMAIL PROTECTED]>.
_______________________________________________________________
To contact: Mark Gibbs

Mark Gibbs is a consultant, author, journalist, and columnist 
and he writes the weekly Backspin and Gearhead columns in 
Network World. We'll spare you the rest of the bio but if you 
want to know more, go to <http://www.gibbs.com/mgbio>. Contact 
him at <mailto:[EMAIL PROTECTED]> 
_______________________________________________________________
This newsletter is sponsored by Intel 
IT Productivity; Increasing ROI 

Learn how to effectively measure employee productivity, manage 
IT investments and reduce the Total Cost of Ownership in 
enterprise data management.  Visit Intel's IT Productivity 
center.  Click here to download white papers, books and IDC 
Research. 
http://www.fattail.com/redir/redirect.asp?CID=88354
_______________________________________________________________
ARCHIVE LINKS

Gibbs archive:
http://www.nwfusion.com/columnists/gibbs.html

Bradner archive:
http://www.nwfusion.com/columnists/bradner.html
_______________________________________________________________
Messaging protection: Eliminating outbound message 
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organizations? What steps are they taking to eliminate 
confidential documents from falling into the wrong hands? Learn 
how message hygiene is helping companies clean house. 
http://www.fattail.com/redir/redirect.asp?CID=88438
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FEATURED READER RESOURCE
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