VentureBeat - Latest Comments in Citrix acquires XenSource for $500M, in virtualization frenzy

Re: Citrix acquires XenSource for $500M, in virtualization frenzy

soso — Wed, 15 Aug 2007 21:34:20 -0000

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

Re: Citrix acquires XenSource for $500M, in virtualization frenzy

MRolnick — Wed, 15 Aug 2007 20:41:01 -0000

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.

Re: Citrix acquires XenSource for $500M, in virtualization frenzy

leec — Wed, 15 Aug 2007 18:40:54 -0000

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.

Re: Citrix acquires XenSource for $500M, in virtualization frenzy

Reuven Cohen , CTO Enomaly Inc — Wed, 15 Aug 2007 16:17:08 -0000

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.