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Funnel Strategy and Puddle Convergence: What to expect from Citrix?

Original blog content is at CEB blog, here's a snippet:

A lot, I am suspecting. These guys are working hard with their noses buried in the Xen stack. A lot is built around the "Delivery Model" and that is what makes the Citrix strategy, my kind of strategy. I have been evangelizing the GDM (Global Delivery Model) for quite some time now. When I read (present tense) a book (for instance that of Peter Drucker) that is covers almost three quarters of the century backwards or if we go even further backwards when I read (present tense again) Marx's manifesto, somethings tell me that we are missing the point somewhere, we are getting the point within the containment but missing it in its totality. Someday I will tell you about the "puddle convergence" in more detail. Software companies are like puddles, lots of ripples are happening, and they get significantly bigger but they stay , somehow, stay contained in their puddles that they defined. There in no "Funnel Strategy" defined and then you are trapped in the middle of your own puddle.

An acquisition is a terribly great thing to happen to a company or should I say to both companies. Why terrible? Because suddenly the puddles converge. I was once explaining to someone back in my maritime days about the "Funnel Effect". The Funnel is that picture you are seeing from the top of the satellite, as you can see it looks like a funnel where the water from the Atlantic and Mediterranean Sea embrace. This must have opened sometime back, long long ago. It must definitely have caused a lot of turbulence, some effects will still remain. I have sailed through the Gibraltar Straits several times and you experience stronger currents from the Atlantic Ocean and face them against you when you are going out. Why Great? Because the currents are flowing. The trade is open. The lost time is saved and the initial collisive embrace is suddenly worth its weight in gold. My point here?
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