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Bernstein's Mark Moerdler defends Citrix (CTXS -5.9%) in the wake of Oracle's (ORCL) acquisition...

Bernstein's Mark Moerdler defends Citrix (CTXS -5.9%) in the wake of Oracle's (ORCL) acquisition of Xsigo. Moerdler notes Citrix's NetScaler switches are more complementary than competitive to Xsigo's gear (ed: NetScaler competes more with F5's solutions). An Oracle presentation (.pdf) explaining the deal focuses on Xsigo's ability to eliminate the need to manually connect individual servers with networking and storage resources. This leads The Register to wonder if more networking acquisitions are in the cards. (also)
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