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Should Cisco Buy Citrix Or NetApp?
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Sam Iam
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Sam Iam,
User Rank: Apprentice
12/21/2012 | 6:40:36 PM
re: Should Cisco Buy Citrix Or NetApp?
Agree, I think Citrix would make the most sense. They have a solid set of products, but generally do not even get a look because of VMware's presence in the virtualization space. Cisco would be able to at least get them in the door. Cisco almost needs to buy a VM company because VMware/EMC will likely be coming after their networking space with Nicira as soon as they have it integrated into VSphere. They need something with which to combat VMware/EMC.

I don't follow the NetApp angle, other than they are the largest storage provider that Cisco can afford and Cisco already partners with them. They are not a true tier one SAN player that could compete with the likes of EMC and IBM. NetApp is basically a filer which has a SAN emulation layer on top of WAFL. It starts to have issues when it scales because of the WAFL overhead. It is solid filer, but not designed for SAN and not designed for tier one performance or scale. It is really a niche player, but file storage is a big niche. I would think Cisco would want to buy a company with a more complete storage portfolio if they were going to move against EMC... but who knows.
PJS880
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PJS880,
User Rank: Apprentice
12/17/2012 | 7:11:51 PM
re: Should Cisco Buy Citrix Or NetApp?
This would be a very smart move o Cisco's part, Citrix just acquired ZenPrise, nothing but getting better an expansion and it also gives Cisco a larger chunk in the IT industry. I would push going towards Citrix if I was on the board at Cisco. I trust Cisco in the end will make the best choice based on what exactly they will be getting out of the acquisitions and also which one will allow for even further expansion.

Paul Sprague
InformationWeek Contributor
Leo Regulus
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Leo Regulus,
User Rank: Apprentice
12/12/2012 | 8:49:19 PM
re: Should Cisco Buy Citrix Or NetApp?
If something 'has' to happen here, Citrix should should do a takeover on Cisco. Citrix rates a 10+ in my book. While Cisco is on the positive side of '5', coming under the purview of Citrix may significantly enhance their 'lot'.
sbulfer
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sbulfer,
User Rank: Apprentice
12/12/2012 | 12:13:11 AM
re: Should Cisco Buy Citrix Or NetApp?
Both of these acquisition targets are well respected companies providing customer value. The challenge with both of them is they each have a legacy (one in infrastructure [NetApp] and the other in software [Citrix])...the challenge is that legacy and roots make it difficult for either to rapidly transform through organic growth, R&D, or acquisition to meet the needs of the new set of mobile requirements for productivity in the enterprise. If you look at either option, it is truly mobile at the crux of this puzzle. Aside from the cross fire that would be created in competition for one vs. the other, both are pushing hard in different ways to capture - or should I say even address the unique needs of the mobile enterprise user and their IT counterpart (aka godfather). This has created a huge opportunity for Mobile Information Management firms such as ionGrid, who address all of the needs for both the end-user and the IT management and has risen to a global leadership position overnight across 7 industries, in more than 20 countries, and engaged with more than 100 Global 200 firms and more than 50 Fortune 500 firms. Others were mentioned above in the article for acquisition "OpenPeak, AirWatch, MobileIron and others.", all respectable firms - however each falling short of the strategy and technology to address enterprise mobile requirements across the Fortune 500 or Global 2000. We would be happy to share a deeper perspective if interested - please visit us at ionGrid.com.


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