What the XenSource deal says about open source
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Very little, in my opinion. While Matt Asay sees the deal as "a big win for open source... mostly because it pegs the value of an open source company quite high" I'm not sure that's true in this case. I've got to agree with Raven Zachary over at The 451 Group when he writes that "It wasn’t open source that provided the 150x multiplier." Yes, the open source Xen project is at the heart of XenSource's business, but Citrix did not pay $500m for the Xen project. As Savio Rodrigues notes if Citrix was after Xen it could have got its hands on it for a lot less than $500m
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