Q: But arent you also in competition with Microsoft?
Not at all I dont think we compete with them at all. Its not about the hypervisor, it hasnt been since we made Xen open source. That is, owning a hypervisor is not worth having its just free. And we like to think we have the best one, right?
So the opportunity is to deliver value-added solutions to customers. And well be delivering value-added solutions to customers generally, serving the Windows customer base, with value-added end-to-end solutions. Were very happy with what Microsofts doing in Viridian. Its a bit late, but thats just Microsoft. [He chuckles.]
XenSource CTO Simon Crosby
Q: If theres a hypothetical IT buyer out there whos considering both VMware and XenSource, what would you say to direct them?
VMware has been a one-stop shop for everything. And their approach to the market has been pretty heavy-handed. They have not enabled an ecosystem to go to market with them. And I think that, while in the short term customers have certainly benefited from the basics of virtualization, VMware-style, in the long term its profoundly troubling. That is, it doesnt give customers choice. It gives them the horrible specter of being locked in.
And our agenda is precisely the opposite. That is, to have the basics of virtual machines be commoditized, to be standardized to be a single format, and open. And were working very closely with Microsoft and the other major vendors to have a portable, open virtual machine format, which is now becoming a standard. And VMware has participated in the effort. So I think its time to move.
I think VMware has fantastic products, they have their reputation, but theres no reason to be paying through your nose to do virtualization. We have fantastic products, and they will be delivered in a much cheaper, much more useful form factor when theyre just included with every server.
It would be reasonable to say that we as XenSource, as a small company, have the enterprise cred, and the legs to stand on. Were a very strategic company. We now have 24/7 worldwide support, we have all of the scale, all of the resources, all of the partnerships, and all of the features that VMware has. So theres no reason not to consider us as a platform of choice.
Q: Looking five years in the future, where do you see XenSource going?
At that point, the hypervisor is everywhere. It has to be everywhere its in everything. So its all about how one leverages virtualization to deliver profoundly exciting or economically relevant value propositions to enterprises.
For example, I think in the mid market, hosted virtual machines will be profoundly changing things in disaster recovery. If I have my app running in my own data center, I can have a hosting provider running copies of my virtual machines that they can bring up in an instant, if my data center goes south on me. And that is simply an insurance game for the hosting provider.
I think we havent even begun to see all the changes that will come. There are going to be big changes in hardware from a storage perspective. The average Intel server is going to be a very, very powerful machine. And so as availability and disaster recovery becomes critical, as the number of virtual machines goes up, per physical server, the need to make sure those things are always up is going to be much more important. The platform has to become more reliable; it has to offer fault tolerance.
Theres this really valuable opportunity to explore the value proposition, which is how many nines of availability do you want for your IT infrastructure? And how many nines are you prepared to pay in dollars, right?
And weve never had an opportunity to really explore that curve. Fault tolerance until now has been high-end hardware from a few vendors. But it can be delivered as a software component on standard hardware from Dell, in the near term. Its going to be very interesting to see how that affects what the mid market can do with their enterprise IT infrastructure.
Then, agility is a key. The ability to separate software from hardware, and to reduce the total number of images that I have to manage, through smart storage that is aware of virtualization. [The ability to] dynamically combine the operating systems with streamed applications and personalities, so now I have only, say, one Windows image to manage and patch, but I have thousands or hundreds of thousands of clients, or thousands of virtual machines in my data center.
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That changes the whole management of the software stack because it reduces the complexity for the IT guy in terms of managing operating systems. And thats very, very interesting to me.
Q: Virtualization offers business considerable cost saving, yet only a small percentage of businesses have yet adopted it. Why has adoption move at such a modest pace?
Its very interesting. I think price is one. Our aim is to be around 30 percent of where VMware is in price right now. The other has been performance. VMware has had a higher overhead than us. We do better than them in terms of performance, were much lighter in terms of overhead.
Then I think there is this issue: what do I virtualize first, how do I do it, how do I manage it, and is that a whole new IT process for me? And that is about the rate about which IT groups can acquire a new skill set.
So I think that the reason that Viridian will be important is that when virtualization is just a feature of the Windows operating system, it will also help to take virtualization mainstream. It will just be something that the IT guy who runs Windows manages to do.
So having it as this whole, extra bolt-on thing is harder. Virtualization can be part of the server: Turn on the server, instead of having one bias, it has a bunch, right? Thats the way it should be.