Every culture has its coming of age rituals — Confirmation, Bar Mitzvah, being hunted by tribal elders, surviving in the wilderness, driving at high speed while texting — all of which mark the progress from childhood to adulthood. In the high-tech world, one of the rituals marking the maturation of a company is the user group. When a company has a strategy it wants to communicate, a critical mass of customers, and prospects bright enough that it wants to highlight them rather than obscure them, it is time for a user group meeting.
This year, having passed a year since the acquisition of Novell by AttachMate and its subsequent instantiation as a standalone division, as well as being its 20th anniversary, SUSE had its first user group meeting. All in all, the portents were good, and SUSE got its core messages across to an audience of about 500 of its users as well as a cadre of the more sophisticated (IMHO) industry analysts.
Among My Key Takeaways:
SUSE is a stable company with rational management — With profitable revenues of over $200M and a publicly stated plan to hit $234 for the next fiscal year, SUSE is a reasonably sized company (technically a division of $1.3B Attachmate, but it looks and acts like an independent company), with growth rates that look to be a couple of points higher than its segment.
SUSE’s management has done an excellent job of focusing the company — SUSE, acknowledging its size disadvantage over competitor Red Hat, has chosen to focus heavily on enterprise Linux, publicly disavowing desktop and mobile device directions. SUSE’s claim is that their market share in the core enterprise segment is larger than their overall market share compared to Red Hat. This is a hard number to even begin to tweeze out, but it feels like a reasonable claim.
There has been a lot of ill-considered press coverage about the “death” of UNIX and coverage of the wholesale migration of UNIX workloads to LINUX, some of which (the latter, not the former) I have contributed to. But to set the record straight, the extinction of UNIX is not going to happen in our lifetime.
While UNIX revenues are not growing at any major clip, it appears as if they have actually had a slight uptick over the past year, probably due to a surge by IBM, and seem to be nicely stuck around the $18 - 20B level annual range. But what is important is the “why,” not the exact dollar figure.
UNIX on proprietary RISC architectures will stay around for several reasons that primarily revolve around their being the only close alternative to mainframes in regards to specific high-end operational characteristics:
Performance – If you need the biggest single-system SMP OS image, UNIX is still the only realistic commercial alternative other than mainframes.
Isolated bulletproof partitionability – If you want to run workload on dynamically scalable and electrically isolated partitions with the option to move workloads between them while running, then UNIX is your answer.
Near-ultimate availability – If you are looking for the highest levels of reliability and availability ex mainframes and custom FT systems, UNIX is the answer. It still possesses slight availability advantages, especially if you factor in the more robust online maintenance capabilities of the leading UNIX OS variants.
Well, maybe everybody is saying “cloud” these days, but my first impression of Microsoft Windows Server 8 (not the final name) is that Microsoft has been listening very closely to what customers want from an OS that can support both public and private enterprise cloud implementations. And most importantly, the things that they have built into WS8 for “clouds” also look like they make life easier for plain old enterprise IT.
Microsoft appears to have focused its efforts on several key themes, all of which benefit legacy IT architectures as well as emerging clouds:
Management, migration and recovery of VMs in a multi-system domain – Major improvements in Hyper-V and management capabilities mean that I&O groups can easily build multi-system clusters of WS8 servers, and easily migrate VMs across system boundaries. Muplitle systems can be clustered with Fibre Channel, making it easier to implement high-performance clusters.
Multi-tenancy – A host of features, primarily around management and role-based delegation that make it easier and more secure to implement multi-tenant VM clouds.
Recovery and resiliency – Microsoft claims that they can failover VMs from one machine to another in 25 seconds, a very impressive number indeed. While vendor performance claims are always like EPA mileage – you are guaranteed never to exceed this number – this is an impressive claim and a major capability, with major implications for HA architecture in any data center.
Oracle recently announced the availability of Solaris 11 Express, the first iteration of its Solaris 11 product cycle. The feature set of this release is along the lines promised by Oracle at their August analyst event this year, including:
Scalability enhancements to set it up for future systems with higher core counts and requirements to schedule large numbers of threads.
Improvements to zFS, Oracle’s highly scalable file system.
Reduction of boot times to the range of 10 seconds — a truly impressive accomplishment.
Optimizations to support Oracle Exadata and Exalogic integrated solutions. While some of these changes may be very specific to Oracle’s stack, most of them are almost certain to improve any application that requires some combination of high thread counts, large memory and low-latency communications with either 10G Ethernet or Infiniband.
Improvements in availability due to reductions on the number of reboot scenarios, improvements in patching and improved error recovery. This is hard to measure, but Oracle claims they are close to an OS which does not need to come down for normal maintenance, a goal of all of the major UNIX vendors and long a signature of mainframe environments.
The reports show that Windows 7 penetrated the consciousness of the market by the end of 2009, with a strong majority of US consumers aware of the product. We also found that consumers who adopted Windows 7 in Q4 were generally very satisfied with their Windows 7 PCs.
Perhaps the most interesting finding of the reports involves upgrade behaviors. Historically, most consumers have not upgraded their PCs with new OSes -- though Mac users and some technophile consumers have been an exception on this count. Instead, the majority of consumers have acquired new OSes when they purchase their new PC. These are known as "replacement cycle upgrades."
With Windows 7, however, upgrade behavior was much stronger. Why? In short, Windows 7 is a thinner client program than was Windows Vista, meaning that it works well on older hardware configurations. In the past, OSes were designed with Moore's Law as an underlying assumption -- that is, that newer PC hardware would be significantly faster and more powerful than the previous generation's hardware. Windows 7, however, is a less burdensome OS than Windows Vista. The rise of Netbooks, the physical assets of multi-PC households, and an attachment by many consumers to their Windows XP machines all contributed to the need for a sleeker, thinner Windows OS, which Windows 7 delivered.
Among early adopters of Windows 7, in Q4, for the first time upgrading behavior matched replacement cycle purchasing, as this Figure shows: