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Are Citrix's Linux Strategy and Microsoft's Bear Paw Strategy Related?

Written on Sep 21 2004 10,295 views, 46 comments


by Brian Madden

In this editorial I’m going to suggest the possibility that Citrix’s Linux strategy and Microsoft’s Bear Paw strategy are related. Specifically, I wonder if this is a “You scratch my back and I’ll scratch yours” scenario. I wonder if Microsoft’s decision to delay Bear Paw until the next platform release of Windows (probably 2007) is a “gift” to Citrix in return for Citrix choosing not to release a version of MetaFrame Presentation Server for Linux.

Let’s dig into this a bit.

We all know that Microsoft and Citrix are good friends. In fact, they’re even having a breakout session at iForum to talk about how great their relationship is. We also know that friends don’t hurt friends, and we know that Bear Paw would hurt Citrix. Therefore, the logical conclusion would be that Microsoft chose not to hurt their friend by delaying Bear Paw.

It’s been widely publicly reported that Microsoft demonstrated Bear Paw to the entire server group at their MVP conference last April. Then, in August, Microsoft made the surprising announcement that due to “resource constraints,” Bear Paw would not be part of R2, but that it would be part of the next platform release of Windows (which is assumed to be Longhorn Server in 2007).

So why does it take Microsoft three whole years to move from a working demo to a final product? If Bear Paw is only going to be things like seamless windows and application publishing, how hard could that be? And if it’s going to be more than that, then why wouldn’t Microsoft release an interim add-on to Terminal Server and RDP for things like seamless windows? I bet that I personally could write seamless windows from scratch between now and 2007, and I’m just one person.

To me, it seems that there is an ulterior motive behind Microsoft’s decision to delay Bear Paw. I wonder if Microsoft is protecting Citrix. If they are, why are they doing this? Some people suggest that because Microsoft gets revenue with every Citrix license sold (in the form of a Microsoft TS CAL), why would Microsoft hurt Citrix? I argue that Microsoft could get more revenue if they made Terminal Server compelling enough on its own to not cause people to have to buy a $200+ Citrix license for each user.

In response to this, other people point out that Microsoft likes Citrix because Citrix has a sales force that’s dedicated to selling their products, so it’s like a “free” team to sell Terminal Server licenses. While this is certainly true, I think that most of the Citrix selling comes from partners. (After all, this is what Mark Templeton says again and again in his speeches to partners.) Therefore, these partners would be just as happy selling consulting services and CALs around Terminal Server as opposed to Citrix, so I don’t think Microsoft would “lose” anything in this case.

So, why did Microsoft give Citrix the gift of delaying Bear Paw? I think it’s for one reason: Linux.

I think that Citrix could very easily port their MetaFrame Presentation Server product to Linux. In fact, several Citrix executives and engineers have said that they’ve done it in the lab and that they could easily make it into a “real” product, but that they’ve talked to their customers and that there is not a significant demand for it.

To me, this is absolutely ridiculous! MetaFrame Presentation Server for Linux is one of the most popular things that people ask me about. I honestly wonder where Citrix gets this idea that customers are not interested. Citrix executives say things like “Linux is not ready for the desktop.”

I believe that MetaFrame for Linux would have huge advantages. Consider this: In today’s world, many IT managers talk about wanting to explore Linux for desktop applications. However, the commitments to entry are too high. What IT manager is going to rip out Windows for Linux desktops? (Like that old saying goes, “No one ever got fired for buying IBM—I think the same thing applies today for Microsoft.) The reason that no one uses Linux on the desktop is because it’s too much trouble and too much of a commitment to something unknown.

Now, imagine for a moment that Citrix had a version of MetaFrame Presentation Server for Linux. Then, a customer could build one or two Linux servers to serve Linux applications via MetaFrame and ICA. They could integrate Linux applications into their existing Web Interfaces, Program Neighborhoods, Published Applications, and Secure Gateways. They could test the waters with one or two Linux desktop applications without “throwing out” all their current Microsoft investments.

From a Citrix standpoint, that would make their product more compelling. I don’t think Citrix should try to compete with Tarantella here. Instead, Citrix can push MetaFrame for Linux to their existing customers. Most enterprise Citrix environments contain multiple farms from multiple locations—why not bring Linux applications into that mix?

Why not indeed. I believe this would be devastating to Microsoft. The last thing that Microsoft wants is an “easy” way for customers to integrate a few Linux applications with their everyday applications. After a while customers might chose more and more Linux applications, and MetaFrame would be the management and access infrastructure issues as easy to manage as Windows.

To me, this sets up a very plausible scenario where Microsoft agrees to delay Bear Paw as long as Citrix agrees to not release MetaFrame Presentation Server for Linux.



Comments

Guest wrote Yonderbox must work for Citrix.....
on 12-12-2004 1:49 PM
This message was originally posted by an anonymous visitor on September 22, 2004
<a href="http://sourceforge.net/">http://sourceforge.net/</a> boasts 87,777 Open Source projects and over 2/3 of them are Open Source and run on Linux. Only a M$ or Citrix employee could say anything that silly! Ride the wave or go over the falls :-)
Guest wrote It&#39;s not just Presentation Server
on 12-12-2004 1:50 PM
This message was originally posted by an anonymous visitor on September 21, 2004
Why does Citrix only push the Web Interface on IIS? A lot of companies won't use IIS in a DMZ. Why doesn't Citrix easily show how to use Linux/Solaris/whatever with CSG and WI. It's because Microsoft wants them to push the Microsoft environment.
Guest wrote They have a version for UNIX right now!
on 12-12-2004 1:50 PM
This message was originally posted by an anonymous visitor on September 22, 2004
Citrix offers most of their products in a UNIX favor whether it is WI, SG or MetaFrame. The real interesting play for Citrix would be if they could do something like soft-tricity and MFU so you could potentially have windows applications being served up by MFU or MFL in this case. Just my .02
Guest wrote Citrix will lose if they wait too long
on 12-12-2004 1:50 PM
This message was originally posted by Gabe Knuth on September 22, 2004
If this is the case, then Citrix would end up losing once Bear Paw comes out. By then, it is quite possible that another Linux-based terminal server package will be available. The Linux Terminal Server Project already exists (although from what I've seen, isn't very practical for moderate to large sized rollouts), but three years is a long time, and new players could pop up at any time. Tarantella already has a fairly well-baked solution, and as Linux becomes more Windows-like in it's usability and acceptance, it can only gain a stronger foothold.<br><br>If Citrix waits until 2007 to release a Linux-oriented product, they'll have to compete with these and other solutions that are sure to spring up. If they released it right now, it could be just as the article says - a test bed for integrating Linux Citrix servers that could lead to a massive presence in years to come.<br><br>The technical relationship between Citrix and Microsoft isn't that great (just Google for "Citrix Windows 2000 SP4"), so any relationship between them must be a business one. There is no doubt of the short term benefits for each company, even if those benefits aren't the sole motivation of the Bear Paw / MetaFrame for Linux delay.<br><br>Now, I'm not saying that either company is evil because of this. What I am saying is that I think it's time someone besides Novell stood up and tried to revolutionize the arena, rather than simply letting it evolve while (temporarily) lining their pockets. Conservatism will only stifle and eventually kill the revolutionary solution that Citrix once had.
Guest wrote Breaking down the barrier to entry is the big issue
on 12-12-2004 1:50 PM
This message was originally posted by steve on September 22, 2004
I liked your analysis a lot, and developed the point a little in my own blog. It was a great article. http://steves.businessblog.com/blog/_archives/2004/9/22/147759.html
Guest wrote Microsoft wants to let Citrix deal with all the crap
on 12-12-2004 1:50 PM
This message was originally posted by Brian Madden on September 22, 2004
I'm at the PubForum Munich event right now, and we're talking about this article. Someone suggested that the reason Microsoft doesn't want to release Bear Paw is because in large environments, Microsoft gets a fixed cost per user. Therefore, releasing Bear Paw would not necessarily increase Microsoft's revenue. However, it would require them to support all the crap that they're all too happy to let Citrix deal with today...
Guest wrote If people didn&#39;t buy Citrix, they could spend their money on other Microsoft technologies
on 12-12-2004 1:50 PM
This message was originally posted by Brian Madden, from PubForum on September 22, 2004
Another comment that someone mentioned here was that if Microsoft released Bear Paw today, people wouldn't have to spend money on Citrix. That would free up money to spend on the Microsoft version of Citrix's management tools. (SMS, MOM, etc.) That would be even more incentive for Microsoft to release Bear Paw soon.
Guest wrote Linux Apps, please?
on 12-12-2004 1:50 PM
This message was originally posted by Yonderbox on September 22, 2004
It always comes back to the apps. Are there (outside of government and science circles) any compelling Linux apps?
Guest wrote Over 34,000 Linux apps at FreshMeat...
on 12-12-2004 1:50 PM
This message was originally posted by an anonymous visitor on September 22, 2004
Hey Yonderbox, you asked where the apps are - go to this site: http://freshmeat.net/

You'll be able to download over 34,000 Linux apps for free. I am in total agreement with Brian on this one - I also heard rumors that Novell has been actively pitching Citrix on SuSe as well.
Guest wrote Open Office is the desktop OS killa
on 12-12-2004 1:50 PM
This message was originally posted by Mark Verhagen on September 22, 2004
Excellent post Brian. Yes, if there was any linux application entanglement possibilities - Open Office would be the cartridge out of MS' desktop side-arm. If people started finding a viable way to run 'primary' desktop applications without pay the fee - wow, MS would be shooting blanks!

Microsoft's desktop operating system is very much sold like their XBoxs - CHEAPER than it cost to make because without giving away the console, how can you force people to buy all that expensive software! MS isn't as concerned about competing OS as they are about losing application revenues...

Gabe - I agree that Citrix would lose out on a chunk of business if they waited 3yrs but bringing in a Linux MF to existing client base under existing subscription advantage offerings instead of trying to sell it seperately (see MetaFrame for Unix) might be the magic formula at this time.
Guest wrote LTSP and MPS
on 12-12-2004 1:50 PM
This message was originally posted by Jono on September 22, 2004
LTSP (Lunix Terminal Server Project) and MPS (Or MS Term Serv) are two diffrent things entirely. I think that the name LTSP is misleading...

LTSP does not serve up applications...it is a method of OS delivery to clients. This OS is delivered at boot up via PXE or BootP... After the OS is delivered to the client then thats where LTSP ends... It does not serve up any applications unless you build them into the image that gets downloaded on boot... By the developers own accounts...LTSP is a LAN ONLY solution. Right now I would consider LTSP a serious "niche" solution...
Guest wrote No Title
on 12-12-2004 1:50 PM
This message was originally posted by an anonymous visitor on September 23, 2004
If you take it one step futher, and wine would be able to serve all win32 apps, then on combination with a citrix for linux box you could rule out the MS TS engine out of the picture completely.
Best of both worlds. Linux and windows apps served over ica.
If linux stays free, then all of a sudden 250-400$ for a citrix license is not that expensive anymore.
Guest wrote Does that relevel the playing field
on 12-12-2004 1:50 PM
This message was originally posted by an anonymous visitor on September 23, 2004
Historically every skittish citrix investor was worried about being displaced by MSFT, especially as they advanced on their overtly stated objective of getting closer to the server environment.

If you are right on the new paradigm, doesnt this change the playing field considerably- does ctxs finally have incredible leverage over big daddy, maybe the tables have turned. from a share perspective this has enormous implications...
Guest wrote Linux free...HA
on 12-12-2004 1:50 PM
This message was originally posted by an anonymous visitor on September 23, 2004
Linux is free. For corporations that is the biggest myth of them all. Linux is far from free.

On another note, what version of linux should Citrix target? Red Hat, Debian, Suse, etc, etc. I agree that pushing out a linux version would be good but it would not do much of anything for them at this time. Yes linux has a large amount of apps but they aren't ready for corporate yet. Windows has hundreds of thousands of programs for it but you would count all of them as ready for businesses. Have you ever tried to install OpenOffice/StarOffice on terminal server? It is not easy. I even have internal Sun doco for it and it's not 100%.
Guest wrote I did say compelling, didn&#39;t I?
on 12-12-2004 1:50 PM
This message was originally posted by Yonderbox on September 23, 2004
Yes, I've been to FreshMeat, SourceForge. There are some good starts, but I haven't seen anything that looks like a finished product. Quantity is great, but quality isn't there yet.
Guest wrote Moving target...
on 12-12-2004 1:50 PM
This message was originally posted by an anonymous visitor on September 23, 2004
Not too long ago, it was very true that there weren't many Linux enterprise desktop applications out there. If that story hasn't markedly changed to date, we know it eventually will. I think you'll see Citrix "go there" when corporate customers are rolling out more Linux desktop applications across the enterprise. That means pervasive apps in the enterprise not just spotty deployments. Can anybody isolate the Linux enterprise desktop application count? That is where the answer lies.
Guest wrote NoMachine NX Server beating Citrix to the Linux punch?
on 12-12-2004 1:50 PM
This message was originally posted by an anonymous visitor on September 23, 2004
I agree Citrix needs to get into the Linux market w/Presentation Server early and define themselves as the defacto standard. For those perhaps looking for a Citrix-esqe Linux alternative you might want to take a peek at http://www.nomachine.com and see what they have to offer. I've played with it some and it's a good start. It's based on X-windows but has been optimized for speed. Not perfect but if your after this kind of solution very much worth a look.
Guest wrote Interesting, but not likely
on 12-12-2004 1:50 PM
This message was originally posted by John Byrne on September 23, 2004
I just don't think that its' worth it to Microsoft to do this. I believe that the delay is exactly for the reason that they say: they are trying desperatly to get the security issues fixed. Anything else would be too much of a distraction.

By rolling BearPaw into the next real server, it frees them from having to worry about it until that point in time.

Oh, you really believe you could do seamless windows, huh???? ;)

JB
Guest wrote Not that many apps on Linux and it&#39;s still doable
on 12-12-2004 1:50 PM
This message was originally posted by Carlos Sanabria on September 23, 2004
First of all, let me say that is actually possible to publish Linux apps via Citrix. Of course, it would be much better (in the business, technical, effcient, etc.) way if Citrix could run natively on Linux, but *sigh* what can you say, life isn't always perfect.
So the whole trick basically is doing the whole thing Tarantella-style; you will end up with a 3-layer architecture, first your ICA client, next your PS Box (be it Windows or Solaris, although I'd go for Solaris for this scenario...) and finally your Linux box. All you have to do is publish your Solaris X11 Server using PS, which in turn connects via X11 (obviously) to the Linux box. For the user everything is quite transparent and it works like a charm :) (Yes it's not perfect, and you need an exta box, but hey, there's VMWare...)
Finally, I have to afree with Yonderbox, yes there are a gizillion apps for Linux, but how many BUSINESS apps are there for Linux? Most of my customers are insurance companies and I haven't seen yet a Insurance Information System for Linux.... we need to break that vicious circle: not too many companies are developing Linux front-end apps because there aren't that many Linux front-end devices, which not many people are buying because there not that many Linux apps...
Guest wrote Build it and they will come???
on 12-12-2004 1:50 PM
This message was originally posted by Arthur Doumas on September 23, 2004
I hate to borrow the phrase but it seems appropriate. I have a hard time swallowing the thought that Microsoft is delaying their release as a favor to Citrix. When is the last time Microsoft did a favor for anyone other than t