Who should acquire XenSource?

And why? I had posted a link on the rumours about Microsoft buying XenSource and now this rumour is playing that Citrix (a major acquiree-wannbee itself - is that a word? Now it is!) is contemplating getting itself a hypervisor. Is it a bait for Microsoft or Oracle? Is XenSource wanting to cash-in, realizing that the market momentum is a way too much out of reach? Or is it time for the big war, remember the Big Blue is coming at you. All of you!

Brian reporting:

But should Citrix be hypervisor agnostic? Remember that Citrix calls Desktop Server a “DDI” solution, which they define as a solution can be used to deliver three types of desktops: multi-user (Terminal Server + Presentation Server), blades, and VMs. This is all well and good, but the reality is that as server power increases, people are not using blades for desktop delivery (except in extremely specific circumstances). Citrix already owns the multi-user shared desktop with Presentation Server. So why not also own the whole solution stack in the VM desktop space? Citrix is currently hypervisor agnostic because they don’t own a hypervisor.

Now imagine if Citrix did own a hypervisor. They could sell a single product that would truly deliver desktops to users no matter where they were. The customer would only have to provide their own Windows images to make this all happen—Citrix could handle the rest. (And again, Citrix components like Ardence could greatly simplify this process.) Thinking like this, it’s easy to see why Citrix would want to own a hypervisor too.

Why isn't anyone talking about a VirtualIron acquisition? Anyways here's the link, do however note that it is speculative.