Saw this story today about Citrix leading a $10 million dollar round of investment in Vyatta. This is on top of the $18m they had raised previously. While I think an open source router that runs on x86 platform and can be virtualized and run along side security apps is a great idea (Can you say Cobia?), I am not sure what would drive Citrix to this. Are they so incensed about the Cisco/VMware relationship that they think that Vyatta is actually an option? Why not go strike a deal with Juniper and save the money? Maybe because Xen has its roots in open source, so Vyatta is a nice compliment?
On the other hand, getting a company to make a strategic investment in this climate is not an easy thing, so good for Vyatta. Could this be the opening move in Citrix buying Vyatta and building in routing to the Xen virtual environment and some of their Netscaler stuff? Time will tell.