May 11, 2009

Three Musketeers: Citrix, Microsoft and Novell

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With VMware continuing to dominate the marketplace and other competitors emerging, Microsoft is skillfully playing virtualization chess. How can Microsoft build a dominant position in the virtualization marketplace while showing goodwill towards the Linux community and completely isolating its competitors? Here is how

  1. Provide (selective) support for Linux. Novell SUSE Linux Enterprise Server is the only Linux distribution officially supported by Microsoft Hyper-V.
  2. Offer an alternative virtualization platform for enterprises using Linux that is interoperable with Hyper-V. This is where Citrix XenServer comes in, partially because it provides much broader support for Linux guest operating systems.
  3. Build virtualization management applications that span the two. This is where management applications such as Citrix Essentials for XenServer and Hyper-V come in. Microsoft System Center and Novell PlateSpin family of products will also provide cross-platform support.

To maximize its grip over the virtualization marketplace, Microsoft wants customers to choose between a Linux- and a Windows-based hypervisor that it endorses and supports. The strategy code looks like something this:

if customer(running primarily Windows & wants Windows-based hypervisor) then return Microsoft Hyper-V + Microsoft Windows Server

else if customer(running primarily Linux & wants Linux-based hypervisor) then return Citrix XenServer + Novell SUSE Linux Enterprise Server

else return Microsoft Hyper-V + Microsoft Windows Server

This approach gives customers choice and essentially isolates all the other Linux-based virtualization platform vendors: Red Hat, VMware, etc... This approach is also sound from an anti-trust perspective because it would ensure that Microsoft is not perceived as a monopoly in the virtualization space a few years from now.

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