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The breaking news section below, Tony Baer to my left and Alex Fletcher to my right here on this Open Source Software in Action web page have covered the Citrix/Xen announcement pretty thoroughly.

I have been on the road with no time to write but a lot of drive time to think: $500 million? I fear the dot.com era is returning. The bet is on buzz not reality. In betting on virtualization, investors are paying no attention to the effects of functional convergence that is always occuring in the IT market (e.g., web servers into app servers during the dot.com era, word processors into office suites before that, virtualization BACK into operating systems in the next few years), Developrs are going to be distracted by the buzz and some real good ideas are going to get left on the cutting room floor.

Open source software (OSS) acceletrates this regularly occuring boom-bust cycle. Maybe that's a good thing. The IT market will get this bubble out of its system quicker.

(I will be reviewing this in detail from an investment perspective at Research 2.0 (see link to right) after the telltale SEC documentation is released.)

Posted by dennisb in OSS Business Issue |Digg This|Add to del.icio.us

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