Does Microsoft's new LLC point to a search deal?
This was originally published at ZDNet's Between the Lines.
Microsoft last week registered a limited liability company (LLC) in Delaware, stoking speculation that it is planning an acquisition or joint venture. If true, Microsoft may be planning a little bit more than a demo of its search engine and a big ad campaign to promote it.
In a research report, Jeffries analyst Katherine Egbert wrote:
The software giant registered an LLC Corp. in Delaware last week, a move often made a week or two in advance of acquisitions or joint ventures. The registration gave rise to widespread speculation that Microsoft would acquire Citrix. While that's possible, the timing of the registration and recent debt raise indicate to us that it might be more likely Microsoft uses the LLC to form a partnership to boost the amount of traffic flowing through its search engine. It makes sense to us that Microsoft would want to address both the passive and active search markets simultaneously.
For what it's worth, an acquisition of Citrix would make much more business sense, but Microsoft's LLC move is likely to lead to a deal with Yahoo.
Regarding Egbert's passive comment:
Passive searches are performed via search toolbars embedded on popular sites, such as Yahoo's homepage or MSN, while active searches come via a user typing the search provider's URL into a browser e.g. google.com.
Egbert adds that a search engine move--perhaps that long-awaited deal with Yaho--would make sense. After all, Microsoft is going to blow $80 million to $100 million on advertising its "Bing" search engine in an attempt to garner users. It wouldn't hurt to pump some traffic through Bing to get things rolling.
Larry Dignan is editor in chief of ZDNet and editorial director of CNET's TechRepublic. He has covered the technology and financial-services industries since 1995. 
Now that being said, buying Citrix would be financially positive but socially unpopular I think with the existing Citrix users. Citrix has a wonderful remote desktop service that works on all platforms wonderfully and is basically the business standard in the industry. I don't think the rabid Mac and Linux fans would like to see that happen to a product they use now. Citrix is big enough already to not need MSFT so far as I know, but that's limited to what I read online.
Yahoo search? Bing? To this date I have never understood the desire for MSFT to get into the search market. I know there is money to be made off the ads sold next to the results, but to really go after Google, they would have to reinvent the entire concept of search and that's just simply too daunting of a task I believe. Not without overcomplicating it to the point where it becomes unwieldy and unusable.
They also offer meeting solutions software and other business suites that are attractive to enterprise customers.
- by Maclover1 May 26, 2009 8:47 PM PDT
- eadeguzman TS 2008 now allows the publishing of applications. So to your point yes, you can launch just applications from a list.
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(7 Comments)That said Citrix has way more options, and it works on Linux and OS X. Citrix also owns Xen, a competitor to VMware and Hyper V. Citrix solutions usually cost more than plain TS. Not much though.