I believe what’s really going on is that Citrix paid a great deal of money for XenSource and is struggling to find and then exploit ways to get a positive return on that investment. Since virtual machine software is in the process of becoming a commodity, Citrix can’t duplicate VMware’s approach of charging a premium price for their product. It is not clear that even VMware can continue down that path when Microsoft’s pricing is considered.
— Citrix versus the Xen community | Virtually Speaking | ZDNet.com