VMware announced its new Horizon 6 product yesterday. The key new aspect of this offering is the addition of published application functionality, meaning that Horizon now competes directly with Citrix XenApp in addition to XenDesktop.
In the virtualization marketplace, when a vendor expands its core business and attempts to grab a piece of the new market from an existing incumbent, the vendors view each other as competitors. In 2007, when Citrix purchased XenSource, VMware vSphere clearly became the enemy, and Citrix envisioned that XenServer + XenApp/XenDesktop would take over the…
In March 2013, Citrix announced they had GPU sharing working and available for XenApp (multi-user/RDS). In December 2013, they announced it was available for XenDesktop (multi-OS/VDI). This has been a major barrier to adoption for many companies that need the ability to deliver a high-end multimedia experience to their end users in order to gain…
Earlier this week Cisco announced its intention to acquire Whiptail, its 6th acquisition for 2013. The addition to the Unified Computing (UCS) line made sense, as it continues to support their vision to be the infrastructure that clouds run on. To achieve this vision, Cisco will need to make some strategic acquisitions to keep them on track. Even at its current $12 billion evaluation, Citrix would be a great buy. The synergies between the two companies have already been proven with joint development and sales efforts in the field. Let me speculate on what could happen with the products if Cisco picked Citrix up.
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As you can probably tell from the title, Citrix is leveraging their biggest advantages in the mobility/BYOD race: their understanding of ALL client operating systems, multimedia in both SBC and VDI environments, and their established partnerships with hardware and OS vendors. In a conversation (you can listen to it yourself by clicking the audio file above) I had with Chris Fleck, VP Mobility & Alliances at Citrix (@chrisfleck), we spent an hour talking about the various methods Citrix has decided to use to manage mobile devices in both multi-user and multi-OS virtual environments, while extending their function from consumption to productivity. Oh, yeah, they have also changed their product and technology names to reflect their commitment to mobility; shocking I know.
If Cisco were to acquire Citrix, it would immediately boost Cisco’s business via the integration of Netscaler into Cisco’s product line. It would further significantly strengthen Cisco’s hand in positioning vs VMware SDDC strategy. It would also pretty much cement the position of VMware and Cisco as two competing vendors of Software Defined Data Centers.