Lately it seems the Citrix has been making all the wrong moves. With Citrix XenApp 7.5 they have left the IMA architecture that has been such a staple of solid application delivery, in order to merge it with their FMA architecture that their XenDesktop product architecture is based on. In short, what this means, is that your Citrix XenApp farm will no longer be highly available, but is rather extremely dependent on the SQL Server database that maintains all the information that the Farm is running on. While in the older Citrix 6.5 version, all the information concerning the farm necessary to operate normally is cached locally on all the Citrix XenApp servers. This allows a situation in which the database could be unavailable, and it will not affect the overall Citrix XenApp farm for some time.
There are also several features that have been removed from the new Citrix 7.5 version, making it unlikely that some businesses will switch to the new version. Couple this with the fact that Citrix keeps closing down features, and software, and being wishy-washy with regard to whether they’re going to have a web interface, no longer have a web interface, move you to a different kind of interface… in short, they just can’t make up their minds. They seem to have no strategic direction, or design, in mind for their future.
Some pundits even believe that they are shopping around for a buyer, and some have even mentioned Microsoft as a potential buyer.
Now, along comes this article from Investors.com that says that VMware could “mow down” Citrix in the desktop arena.
VMware Could ‘Mow Down’ Citrix Systems In Desktop
Pete Barlas – Investor’s.com – “VMware can ‘mow down’ rival Citrix Systems in the desktop virtualization market.
So concludes Mark Murphy, a Piper Jaffray analyst, who on Thursday raised his rating on VMware (NYSE:VMW) stock from neutral to outperform, saying that VMware could get the upper hand in its duel with Citrix Systems (NASDAQ:CTXS) in desktop virtualization after some key Citrix executives left to join VMware. Murphy also cites stronger-than-expected bookings in the current quarter and better-than-expected product adoption by customers.
VMware stock was up nearly 3% in early-afternoon trading in the stock market today. Citrix stock was up 1%.
VMware is the No. 1 provider of virtualization software, which allows companies to save money on hardware using multiple operating systems on one server. Citrix has been a leader in bringing virtualization to desktop PCs.
In his report, Murphy says VMware’s new Horizon Suite 6.0 software and its $1.54 billion acquisition of AirWatch, a mobile devices management services company, are creating an opportunity to ‘knock Citrix out of the ring.’
‘Partners suggest that with VMware’s new Horizon Suite 6.0 and the AirWatch acquisition, VMware has ‘closed the gap’ with Citrix from a functionality standpoint’ and is ‘absolutely’ starting to take share from Citrix, he wrote.
In January, VMware hired Bob Schultz as the chief strategy lead for its end-user computing leadership team. Schultz had been a Citrix group vice president and general manager of desktop and applications.
VMware also appointed Sumit Dhawan to lead its desktop business. Before joining VMware, Dhawan served as group vice president and general manger for enterprise mobility at Citrix.
‘VMware’s opportunity to mow down Citrix is more tangible than investors realize based upon product parity and recent talent flow from Citrix to VMware,’ Murphy wrote.
While its recent Q1 results beat views, VMware’s total license bookings rose less than 10%, down from the mid-teens to the high teens in the prior two quarters.
But Murphy sees ample evidence for a turnaround.
‘We see a solid set up for a Q2 bookings rebound and more powerful multiyear product drivers than VMware has enjoyed in quite some time,’ he wrote. ‘Investors may have to favorably revise their opinion of VMware’s management offerings, as our latest reseller survey shows adoption rates moving to their highest level ever.’”