DISQUS

Reuven Cohen , CTO Enomaly Inc · 2 years ago

500m for xensource. A 19 billion market cap for vmware, what's going on and where do i signup?

Take a look at our virtualization management system, http://www.enomalism.com - 4000 beta user and marquee customers include Bridgestone Tires and France Telecom. We'd sell for a lot less then 500m.
Interested Observer · 2 years ago

Interesting - talked with Xen a couple years ago when they were still holed up in a VC office in downtown Palo Alto. Back then was not optimistic they had a compelling story - technical or businesswise - relative to VMWare. Since then the open source community has gone a different direction, and Xen has a big dependency on that so that is going to make things much more difficult for them. Really amazing that this "Academic Exercise" (vs. business) justified that valuation. Maybe we're in a virtualization bubble? Of course its not what the seller (or Interested Observer) thinks the asset is worth, but what the buyer is willing to pay.
MRolnick · 2 years ago

XenSource it the combination to perfect market timing (vmware Ipo, competitive dynamics, etc...), execution by a talented team and savvy financial investors. Kudos to all who were involved.
soso · 2 years ago

Steven Dough from Sevin Rosen is a board member at Citrix. Anothre connection to Citrix, obviously.