Nemertes Impact Analysis:

Oracle Acquisition Highlights Importance of Management in Virtualization

Oracle (NASDAQ:ORCL) is acquiring Virtual Iron (private) to expand its virtualization management portfolio. Nemertes finds those deploying virtualization rely overwhelmingly on their hypervisor vendors' tools to managing virtual infrastructure, rather than existing or new third-party management tools. Oracle, by adding Virtual Iron's virtual machine and capacity management software to its virtualization portfolio, is building a comprehensive offering intended to bring the virtualization of Oracle middleware and applications in-house.

Impacts:

Enterprises: Virtual Iron users: prepare for turmoil in pricing and support as Oracle gets this inboard, but be confident that Oracle will be building on, not burying, Virtual Iron's wares.

Vendors: VMware, (NYSE:VMW), expect to share an increasing number of data centers with Oracle's virtualization platforms. Citrix (NASDAQ:CTXS), get your management tools ready to interoperate with Oracle's.

Investors: Watch for Oracle to either partner with (as Citrix has) or acquire VMlogix, a virtual lab management vendor.

John Burke, Principal Research Analyst

http://www.google.com/search?q=virtual+iron+nasdaq&ie=utf-8&oe=utf-8&aq=t&rls=org.mozilla:en-US:official&client=firefox-a
http://www.nemertes.com/benchmarks/desktop_and_server_virtualization_benchmark

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