MikeM,
But it still just sits funny with me about them DIRECTLY helping MSFT build a product to compete with CTXS. Maybe, as CTXS probably feels, better to get close to the enemy, than fight. Of course hindsight is 20-20, but I'm wondering if it has been a mistake to help them out to the extent they have?
This might be explained in Gorilla Game. It's nearly impossible to know the details of Citrix's strategy, but it might be that Citrix management has conceded that adoption of their product isn't going to achieve the hypergrowth that could foster it as THE standard of world dominance. In other words, management may feel that there is little or no possibility of Citrix becoming a Gorilla. That being the case, management might be implementing a strategy ensuring that they are the dominant player (chimp) in a niche market. In gorilla-gaming terms, the only thing more powerful than a chimp that dominates a niche market is a gorilla, so this is nothing to sneeze at.
A corroborating reason I'm thinking this scenario is a good possibility is because it is classic of a gorilla to intentionally leave some of the spoils, those with smaller markets and less growth opportunity, for the lesser primates. If that's Softie's plan, there isn't a lot of reason to think the company will purchase Citrix, especially in the context of its ongoing legal troubles.
--Mike Buckley |
