Skip to main content

Does Citrix have any chance to take on VMware?

"NO!", says this analyst.

To put it bluntly, Kumar does not that Citrix is going to reach its goals. “Citrx’s acquisition of XenSource is an exploration of how a successful software company has underestimated the difficulties of entering a tangential market,” he writes. “Half a billion dollars is just the beginning of the investment Citrix will need to pull off its vision of a working system software ’stack.’ Ironically, the ’stack’ is meaningless to customers. VMware’s success has nothing to do with a stack, but instead on the opposite concept - widespread partnering.”


Kumar notes that Citrix has forecast that the XenSource business can grow to $50 million a year in revenue next year from $5 million this year; he thinks that “it should feel happy if it achieves $15 million.” He says that for Citrx, “future success depends heavily on Citrix’s ability to maintain an R&D budget to keep pace with VMware and Microsoft - and that does not seem to be in its current plans.”


Mmmm..some hard words from an analyst. Read on...
Labels:

Comments

Post a Comment

Popular posts from this blog

Security: VMware Workstation 6 vulnerability

vulnerable software: VMware Workstation 6.0 for Windows, possible some other VMware products as well type of vulnerability: DoS, potential privilege escalation I found a vulnerability in VMware Workstation 6.0 which allows an unprivileged user in the host OS to crash the system and potentially run arbitrary code with kernel privileges. The issue is in the vmstor-60 driver, which is supposed to mount VMware images within the host OS. When sending the IOCTL code FsSetVoleInformation with subcode FsSetFileInformation with a large buffer and underreporting its size to at max 1024 bytes, it will underrun and potentially execute arbitrary code. Security focus
Post a Comment
Read more

Virtualization: GlassHouse hopes to cash in with its IPO!

GlassHouse Technologies Inc. on Tuesday registered to raise as much as $100 million in an initial public offering that, despite the company's financial losses, could prove a hit with investors drawn to its focus on "virtualization" technology. The Framingham, Mass., company offers consulting services for companies that use virtualization software to improve the performance of corporate servers and cut costs in their data centers. GlassHouse also provides Internet-based data storage. "Software-as-a-service," or SaaS, companies and vendors of virtualization products have proved popular among investors in recent years as corporate customers seek alternatives to conventional packaged software. GlassHouse, with roots in both sectors, will test the strength of that interest, said Peter Falvey, managing director with Boston investment bank Revolution Partners. "It will be a bit of a bell weather," he says. "It's not as though it's the 15th SaaS m...
Post a Comment
Read more