Cloud Computing: The Coming Leadership Battle in Network Virtualization
There is perhaps no hotter area in the technology space than cloud computing and network virtualization. Two recent deals put the spotlight on that fact: the $1.26 billion acquisition of Nicira by VMware (NYSE: VMW) and the purchase of Xsigo by Oracle (NASDAQ: ORCL) for an undisclosed sum. Xsigo’s software simplifies cloud infrastructure and data center operations. Oracle now can offer clients a full set of virtualization capabilities for cloud-based computing.
Both Nicira and Xsigo have some of the world’s biggest companies among their customers and the deals highlight how fast the market for virtualization software is consolidating. It also shows the growing conflict coming between virtualization software firms and the network equipment companies…

