Linux's flexibility when it comes to running on many types of computers is one reason the OS has caught on at IBM, which has four major server lines. Another advantage, Mills said, is that Linux's low cost compared with that of rival Windows leaves customers who opt for the cheaper OS with more money to spend on IBM's related products and services. Customers have a finite amount of money they can spend on applications, hardware, operating systems, storage and the other components of their computing infrastructure, Mills explained. "Reducing the cost of the operating system allows them to spend more money elsewhere," he said. IBM is aware that its strong backing for Linux probably isn't well-received at Microsoft, Mills said. "Microsoft sees IBM spending money on Linux, making Linux more robust, getting in the way of their aspirations. I think it makes them very unhappy," Mills said. While IBM sells numerous servers running Windows, the company also had a long and bitter falling out with Microsoft over the OS/2 operating system in the 1980s and 1990s. "There's a long history of no love lost between Redmond and Armonk," Illuminata's Haff said, referring to Microsoft's and IBM's respective headquarters, in Washington and New York. Microsoft argues that Linux, like Unix, is good for customers who like to assemble all the various components of their computer systems on their own, while Microsoft's goal is to offer integrated software that includes many features. Most analysts agree that Linux is growing fast but still hasn't matched the abilities of AIX or of other versions of Unix, including Hewlett-Packard's HP-UX and Sun Microsystems' Solaris. "It's very clear that Unix still has some significant functional advantages over Linux in high-end systems," said D.H. Brown Associates analyst Tony Iams, who annually assesses the abilities of different versions of Unix and Linux. Specifically, Unix can take advantage of all the chips in servers with 16 or more processors, Iams said. With Unix, several copies of an OS can run simultaneously in separate "partitions" on the same server. The OS has features that let processors and memory be added or removed without shutting down the computer. And workload management features can be used to govern the amount of computing power that can be dedicated to a particular process. Linux is growing rapidly, however. What was once a project by hobbyists is now funded by just about every major computing company except Microsoft. "The notion of a lead in Unix is eroding faster than we expected. Linux has grown up incredibly fast already. I don't see any sign of a deceleration," said RedMonk analyst James Governor. Confidence-building measures
Bowen, the executive in charge of AIX, emphasised that IBM's Unix isn't being replaced by Linux on any product plans. "We've got people now who are building chips for 2007 systems. If we had any belief that AIX was going to fall down and stumble, we wouldn't be doing that," Bowen said. In particular, a major revamp of AIX is due in early 2004. And though Bowen wouldn't provide specifics, he said the AIX development team is somewhere between two and four times as large as the 250 people IBM employs to improve Linux at its Linux Technology Center. "IBM has never decommissioned an operating system, and they're not about to start now," said Governor. Rather, the debate is over how IBM can best spend its money. "As IBM puts more resources into Linux...you do have to ask, what incremental value does AIX bring? And is it worth the incremental development costs?" Haff said. There are reasons IBM needs to project confidence in AIX: HP and Sun, which aggressively promote their own versions of Unix, will pounce on any weakness. IBM doesn't want to undo the last few years of work rebuilding AIX and the pSeries hardware it runs on, which was outpaced in the market by HP and Sun. "What happens is the competitive folks at HP and Sun immediately say, 'IBM is shooting AIX,'" and that customers should move to a version of Unix with a future, Haff said. And IBM has some vulnerabilities in this area. Measured by how much support software companies have given AIX, "certainly it's not as strong as other Unixes out there," Haff said. But the tables could turn if demand means a fast adoption of Linux, giving IBM the edge. "I think they like sticking it to Sun and HP, who are less interested in seeing their Unix franchises go away," said Giga Information Group analyst Stacey Quandt.
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