If this happens as Doug has predicted, then I think it will be one of the all time greatest moves on the part of Microsoft for the following reasons:
- VMware owns the existing server virtualization market in the enterprise. While Microsoft will over time encroach upon this market this is a SQL Server vs. Oracle play which will take years (like a decade) to play out. This is not fast enough to satisfy Microsoft’s need to demonstrate traction and market dominance in virtualization.
- The market for virtualized desktops and applications is both young and under-penetrated. Citrix has compelling in market experience, technology leadership, and existing partner and customer traction in the business of centralizing applications (CPS/XenApps) and desktops (XenApp).
- Microsoft’s old bet was to put all of its wood behind the .Net arrow in competition with J2EE (BEA, IBM, Sun, etc.). This was an important battle to fight because it made sure that MS did not lose the war for how applications were developed and deployed.
- However, virtualization, and in particular desktop/application virtualization represents a war for how all applications (not just web based ones) are deployed to end users. This is a war that Microsoft (unlike the case with Citrix/Terminal Services) cannot afford to lose.
In summary this is now a war over who controls how all applications are delivered to end users. Citrix fought and won the first battle in this war. However, Microsoft cannot afford to lose this ware to anyone. Since Citrix holds the best cards for how this war will turn out in the end, Microsoft must buy Citrix.
Doug – you are right (again).
Bernd Harzog
CEO
Application Performance Management Experts
770-475-4249
bernd.harzog@apmexperts.com
http://www.apmexperts.com/
From: thin-bounce@freelists.org [mailto:thin-bounce@freelists.org] On Behalf Of Steve Greenberg
Sent: Thursday, September 11, 2008 7:18 PM
To: thin@freelists.org
Subject: [THIN] Re: Latest MS buys CTX rumour
Wouldn’t miss it!
Steve Greenberg
Thin Client Computing
34522 N.
(602) 432-8649
steveg@thinclient.net
From: thin-bounce@freelists.org [mailto:thin-bounce@freelists.org] On Behalf Of Marc-André Lapierre
Sent: Thursday, September 11, 2008 4:05 PM
To: thin@freelists.org
Subject: [THIN] Re: Latest MS buys CTX rumour
Don’t tell me you’re receiving The thinlist on your Blackberry !!!!
De : thin-bounce@freelists.org [mailto:thin-bounce@freelists.org] De la part de steveg@thinclient.net
Envoyé : 11 septembre 2008 19:00
À : thin@freelists.org
Objet : [THIN] Re: Latest MS buys CTX rumour
I can't wait until you get old, you will the best old bastard!!
Sent via BlackBerry by AT&T
From: Douglas Brown <dbrown@dabcc.com>
Date: Thu, 11 Sep 2008 18:20:57 -0400
To: <thin@freelists.org>
Subject: [THIN] Re: Latest MS buys CTX rumour
Did I tell you I want to buy a walking cane to walk around with like Salvador Dali... LOL... Then if people mess with me I will just whack them with my cane... LOL.... ROTFLOL..
On 9/11/08 6:14 PM, "Steve Greenberg" <steveg@thinclient.net> wrote:
Trust me, unique is a good thing!!
Steve Greenberg
Thin Client Computing
34522 N. Scottsdale Rd D8453
Scottsdale, AZ 85266
(602) 432-8649
www.thinclient.net <www.thinclient.net>
steveg@thinclient.net
From: thin-bounce@freelists.org [mailto:thin-bounce@freelists.org] On Behalf Of Douglas A. Brown
Sent: Thursday, September 11, 2008 2:27 PM
To: thin@freelists.org
Subject: [THIN] Re: Latest MS buys CTX rumour
Yes I agree but not about the unique comment... it would be a bad thing, I think...
Douglas A. Brown
President and Chief Technology Officer
Microsoft MVP, Windows Server
Citrix Technology Professional
DABCC, Inc.
Phone: (954) 778-9558
Fax: (941) 827-9073
E-mail: dbrown@dabcc.com <mailto:dbrown@dabcc.com>
Web: http://www.dabcc.com <http://www.dabcc.com/>
From: thin-bounce@freelists.org [mailto:thin-bounce@freelists.org] On Behalf Of Steve Greenberg
Sent: Thursday, September 11, 2008 5:09 PM
To: thin@freelists.org
Subject: [THIN] Re: Latest MS buys CTX rumour
Doug, you are truly a unique individual J
From my point of view an acquisition of Citrix by MS would a lot like that comet that arrived during the ecosystem of the dinosaur, remember that one? The results on the SBC/Virtualization ecosystem would be about the same….!!!!
Steve Greenberg
Thin Client Computing
34522 N. Scottsdale Rd D8453
Scottsdale, AZ 85266
(602) 432-8649
www.thinclient.net <www.thinclient.net>
steveg@thinclient.net
From: thin-bounce@freelists.org [mailto:thin-bounce@freelists.org] On Behalf Of Douglas A. Brown
Sent: Thursday, September 11, 2008 1:59 PM
To: thin@freelists.org
Subject: [THIN] Re: Latest MS buys CTX rumour
ok, I agree with you... and just posted my article on it...
Microsoft to Buy Citrix - Announcement Coming Friday or Monday??? = http://www.dabcc.com/article.aspx?id=8564
LOL
Douglas A. Brown
President and Chief Technology Officer
Microsoft MVP, Windows Server
Citrix Technology Professional
DABCC, Inc.
Phone: (954) 778-9558
Fax: (941) 827-9073
E-mail: dbrown@dabcc.com <mailto:dbrown@dabcc.com>
Web: http://www.dabcc.com <http://www.dabcc.com/>
From: thin-bounce@freelists.org [mailto:thin-bounce@freelists.org] On Behalf Of Steve Greenberg
Sent: Thursday, September 11, 2008 12:04 PM
To: thin@freelists.org
Subject: [THIN] Re: Latest MS buys CTX rumour
Ø That Microsoft MVP you got is looking better and better Steve, Huh?
Hmmm, since I am also a CTP doesn’t that mean I am losing an award?
Steve Greenberg
Thin Client Computing
34522 N. Scottsdale Rd D8453
Scottsdale, AZ 85266
(602) 432-8649
www.thinclient.net <www.thinclient.net>
steveg@thinclient.net
From: thin-bounce@freelists.org [mailto:thin-bounce@freelists.org] On Behalf Of Jim Kenzig http://thin.ms
Sent: Thursday, September 11, 2008 4:28 AM
To: thin@freelists.org
Subject: [THIN] Re: Latest MS buys CTX rumour
That Microsoft MVP you got is looking better and better Steve, Huh? Actually I would HIGHLY prefer it to be HP at this point. I think it would be a smart move on their part. Who better than HP to have the ability to create the Citrix Mobile Virtual Workplace Client (remember iForum 2001 http://citrixblogger.org/2008/03/08/citrix-virtual-workplace-2001/) loved the Oh we just switched to another server part. Still a fantasy.
Jim Kenzig
Blog: http://www.techblink.com
On Thu, Sep 11, 2008 at 12:06 AM, Steve Greenberg <steveg@thinclient.net> wrote:
So, the latest one is that MS, or HP, is buying Citrix and there will be an announcement Friday. I always write these off but this time, think about this:
1) Citrix recently moved all distribution through Ingram solely
2) They are actively cost cutting
3) Stock is low right now
4) Public message is that MS and Citrix will undercut and beat VMWare *together* over the next year
5) HP and MS have cash
Hmmmm……… will I need a new career if this happens?? How about you?
Steve Greenberg
Thin Client Computing
34522 N. Scottsdale Rd D8453
Scottsdale, AZ 85266
(602) 432-8649
www.thinclient.net <http://www.thinclient.net>
steveg@thinclient.net
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