Citrix held its annual industry analyst event last week in Santa Clara and I left with a favorable view of the company’s short- and long-term prospects based on current IT trends. The company has always had a niche position in the IT space dating way back to the WinFrame and MetaFrame days. Prior to being an analyst, I actually worked for a Citrix reseller and was fully certified as a Citrix engineer. I chose to go down this technical path because I had a belief that the standardization, security and management capabilities that thin-client computing brought was the way the industry would go. With centralized management, the highest level of security, and no local PC problems, what could be better?
However, the market didn’t really play out that way. Sure, almost every large enterprise I worked with used Citrix in some capacity. Typically, its primary function was to deliver a subset of applications to people like consultants, call center agents or other task-based workers based on the fact that it was easier to manage and easier to secure. Despite the strong value proposition, the penetration rate of Citrix never reached much more than 10% in most companies and there were several reasons for this.