Rough Type: Nicholas Carr's Blog: VMware, Xen and the hardware businessAugust 15, 2007 Yesterday's feeding frenzy for VMware's freshly spawned stock may or may not prove to be rational, but, together with today's news that Citrix is paying a hefty price to buy XenSource, what it clearly shows is that investors have taken notice of a sea change in the IT business: a great deal of money that would traditionally have gone into hardware is now going into software instead
