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.