Elliott Management has a plan for Citrix. Shake out sales and marketing, sell GoTo and NetScaler, dump the dead wood, and shut down all blue-sky research. There has been no response yet from Citrix beyond a brief note to say “we’ll get back to you on that,” but you can bet that CEO Mark Templeton will not look favorably on the proposal. Regardless of how Templeton feels, with Elliott in play, Citrix has to make changes. What, then, are the choices that Citrix can make?
Activist hedge fund Elliott Management is shaking things up at Citrix Systems after disclosing a 7.1% stake in the company and offering a plan to create a leaner, meaner Citrix, citing the need for change following “years of layered complexity and expenses.”
On October 30, 2014, Lenovo completed its acquisition of Motorola Mobility from Google. This acquisition, which was announced in January, means that the Chinese company that bought IBM’s x86 server and desktop products now has mobile device manufacture in its portfolio. Continue reading News: Lenovo Completes Acquisition of Motorola Mobility from Google
On May 16, 2014, Oracle entered into an agreement to acquire GreenBytes, a provider of ZFS technology, for an undisclosed price. In addition to expertise in areas related to ZFS, GreenBytes has developed a deduplication, replication, and virtualization overlay for it. (Rather bizarrely, in a tussle with the then-giant in 2009, GreenBytes accused Sun of stealing its deduplication technology.)
VMware announced its intention to purchase Desktop-as-a-Service vendor Desktone at this year’s VMworld in Barcelona. The first strategic purchase by VMware’s EVP and General Manager of End-User Computing, Sanjay Poonen, Desktone finally sets the stage for VMware to bring to market its first defined cloud service. Continue reading VMware Buys Desktone and Adds Desktop-as-a-Service
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. Continue reading Thinking of a Logical Acquisition for Cisco – Citrix