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Citrix Systems, Inc. (CTXS) Message Board

  • patroutman patroutman Aug 15, 2007 6:30 PM Flag

    Not sure this is good

    I would have been a lot happier if CTXS would have put $500 million into VMWare like INTL and CSCO did.
    Unlike say GoToMeeting and Webex - where CTXS could steal a good chunck of the market share because the technologies are a lot the same and a service, I don't see companies adopting Xensource and VMWare. VMWare is so far ahead in this race I just don't see what CTXS can do to "Catch up" other than waste money. Instead of "Catching up" they need to figure out a new and creative way to play this.
    I hope they had something in mind vs. buying this on a fear play. This could also hurt their relationship with VMWare.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Patrout - would you buy VMW if it falls to 38-39 range ?

      Do you know when they report Earnings ?

      • 2 Replies to keephouse2002
      • After chewing on it for a bit I'm thinking that maybe it will be a good buy. In fact a huge buy!
        If Citrix acts fast they will be able to own the virtualized Desktop market that is coming. They will also be able to create new products to sell to their existing clients. They haven't had anything too knew or exciting on the software front in a while. This could really jazz things up. Gives them the option to have a "Server Farm" on a single multi core server by using the VMs.
        The Hypervisor will really make things simple... dragging and dropping Citrix Servers on the fly to newer faster hardware. Dynamic load balancing, etc... the sky is really the limit. I guess I was looking at Xen's existing market share and potential w/o the CTXS Synergy Factor. CTXS has a lot of very mature customers who are very loyal. New things to sell = good for us share holders.
        We'll see...

      • VMWare - I personally haven't bought. I don't know what to think about it. It is a rule braker.
        What is it valued at now? One article said 22 billion? Not sure that is correct, but either way it is probably going to dance to the beat of its own drum. It is a lot like a google, but with actual products and an understandable business model.
        I'm an IT guy and I say VMware is taking over. It is the biggest thing since Citrix invented MultiWin. This is paradigm changing.
        It probably wouldn't hurt to own some. It may never go down. It all depends on what they do with their new fortunes. Good luck.

    • I would have been a lot happier if CTXS would have put $500 million into VMWare like INTL and CSCO did.
      Unlike purchasing GoToMeeting - where CTXS could steal a good chunck of the market share from WEBX and MSFT because the technologies are a lot the same, and a service - I don't see companies adopting Xensource vs. VMWare. VMWare is SO far ahead in this race I just don't see what CTXS can do to "Catch up" other than waste money. Instead of "Catching up" they need to figure out a new and creative way to play this.
      I hope they had something in mind vs. buying this on a fear play. This could also hurt their relationship with VMWare.

      I bet they could have held off and VMWare would have purchased them in a few months...

      People like Xen Source, but when is the last time a Penguin Head paid for something? Look a Novell! The XEN Hypervisor is supposed to be really good, but once again if MSFT ends up giving this technology away, how will it end up helping CTXS. Let's see, CTXS ended having to sell Terminal Services to MSFT back in 97 or 98. How long until this happends? Maybe they are banking on an MSFT Buyout? Or an eventual spinoff of XEN. I'm really not liking this yet...

    • Citrix looked at VMWare two years ago, but didn't want to piss off Microsoft. Xensource is a good strategic fit, even if it seems expensive right now. Provides exclusive access to Microsoft's virtualization source code:

      http://blogs.barrons.com/techtraderdaily/2007/08/15/citrix-buys-vmware-rival-xensource-will-someone-now-buy-citrix/

      • 1 Reply to bluewingcap
      • So, to spend $500M on a company with only $2M in revenue is a good idea? I don�t agree! Worse yet, XENSource doesn't even own the XEN technology. XEN is open source. They bought a shell product that encapsulates an open source product. If anything, they upset the open source community and it will drive more customers away from XEN....

        The only value it gives Citrix is it reestablishes their relationship with Microsoft, the company that will take away their terminal services market with Windows Server 2008. It doesn�t help Microsoft and it doesn�t help out the XEN open source community.

        If you are a sinking ship, I guess the best thing to do is grab the nearest opportunity at any cost and hope it keeps you afloat. I think this is what Citrix hopes to accomplish. Maybe Microsoft can feed enough cash to Citrix to keep them afloat a year longer until someone else buys up Citrix.

 
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