Share what you know with millions of people

Focus is the best place to turn what you know into remarkable content
×
0

Why should Dell buy Citrix?

Michael Dell is saying that he wants to use some of the $16B on Dell's balance sheet to make strategic acquisitions. Citrix has been mentioned as a logical candidate. What are the specific reasons that Dell should buy Citrix?

Attachments

1
Andrew Baker
Director, Service Operations, SWN Communications Inc.
Posted on Oct. 17, 2011

Please, please don't let Dell buy Citrix.

There are no reasons of any value to corporate consumers for Dell to purchase Citrix. Dell is largely a hardware company that is tired of low margins and wants to eventually expand to services. They're not too hot their either. The last thing they need is software.

I'd greatly prefer to see a software company buy another software company (yes, I know that Citrix does sell *some* hardware) because the understanding is there, the level of integration is there, etc.

Dell + Citrix = Destruction of Value

If Dell is so interested in spending cash, they should consider hardware vendors in the security space or services vendors. Destroying a strong player in the remote access, security and cloud markets is just bad mojo...

-ASB: http://XeeMe.com/AndrewBaker

0
John McCoy
Solutions Architect, Perceptive Software
Posted on Dec. 15, 2011
  • Recommended by:

While I think Andrew makes some valid points, I also see the strategic advantage in Dell owning Citrix.

While all of this pandemonium about cloud computing is going on, I see a quiet paradigm shift happening in the PC and server world. Computing “appliances” are changing the way we look at local computing. From tablets, netbooks, and smart phones on the user side to server computing appliances like Exalogic on the back end, the momentum is shifting towards this simplified and unified stack.

In short, the enterprise desktop will likely soon be reduced to a monitor or two and a keyboard and mouse driven by a device with the computing power of a high-end smart phone. All of the heavy computing and data storage will be off-loaded to servers on the server back end. It’s essentially the return of start/intelligent terminals except we now call them “thin clients”.

This is where Citrix comes in. I believe Citrix Virtual Desktop Infrastructure (or VDI) will be the dominant enabler of this desktop computing shift in the enterprise.

If Dell does in fact make the acquisition, it would be interesting to see if they integrate VDI directly into their desktop devices effectively bypassing the need for an OS. If they can do this while keeping the costs down, I think it equates to a HUGE strategic advantage that could, in my opinion lead, to Dell “terminals” being the new standard in enterprise desktop computing.

0
Andrew Baker
Andrew Baker Replied on Dec. 16, 2011

On paper, I don't disagree with you, John. The problem is that I don't see Dell executing effectively. They haven't yet figured out to properly leverage some of the other acquisitions they have made in recent years, including the very awesome KACE management tool.

0
Patrick Pushor
Patrick Pushor Replied on Dec. 16, 2011

I +1'd you for that Kace reference Andrew. Your observations are spot on. Dell isn't the only one with this challenge. While acquisitions are the only hope of changing a ship of this size's direction, you need a real commitment to doing so - and not just a checkbook.

-6
  • Recommended by:

Andrew, you clearly have no idea what you are talking about. Citrix will be a key player in Cloud going forward and Dell is currently leading the charge in the Cloud Space. in addition, Dell is a Solutions company, not a hardware company. Where have you been for the last 5 years? How you got to a Director title is scary.

0
Scott Albro
Scott Albro Replied on Dec. 15, 2011

Jeffrey, why the personal attack on Andrew? You could make your point without it.

0
Patrick Pushor
Patrick Pushor Replied on Dec. 16, 2011

Dell is a hardware company and is not leading anything related to services, never mind in the cloud space. I would never say it can't happen - but it certainly isn't today.

0
Tim Korn
Tim Korn Replied on March 28, 2012

With Dell buying SonicWALL things are definitely beginning to get interesting. They are slowly shifting from pure hardware to "some" software especially security software.

Answer This Question