Per Jay Tomlins blog Citrix may call this WANScaler http://www.jaytomlin.com/blog/ Thoughts on the Orbital Data acquisition On Monday Citrix announced that it had signed an agreement to acquire privately-held Orbital Data, a network appliance builder out of San Mateo, California. This makes the fourth Citrix acquisition of Silicon Valley appliance makers (Net6, NetScaler, Teros and now Orbital Data). How does this box fit in with the rest of Citrix? Citrix WANScaler Citrix NetScaler already optimizes traffic to web browsers, relying on standard HTTP optimizations that are available in all modern browsers and by tuning the TCP connections to the client and back-end web servers. When users go through a NetScaler device to access a web server farm, they get better performance without having to install any software on their client machine. This asymmetric aproach is perfect for dot-coms like Google or MySpace who need to push out tons of HTTP traffic to anonymous clients all over the web. But what about non-HTTP traffic? NetScaler can't really help there unless you are using it as an SSL VPN. The NetScaler SSL VPN client can perform multi-protocol compression. What about, for example, users in a branch office who need access to file servers at the company headquarters? It would be overkill to make all the branch office users log into an SSL VPN when there's already a WAN link in place. That's where Orbital Data fits in. It's a symmetric solution, where you put one box in HQ and then another box at the branch office. The two Orbital Data devices perfrom site-to-site traffic optimization for any protocol. Its transparent "bump-in-the-wire" architecture means that clients in the branch office and servers at HQ need no software to get the benefits. If you've worked with Citrix for a while, you already know that one of our core compentencies as an organization is rapid and frequent product renaming. ;-) We've already got a brand new brand name in mind for the Orbital Data boxes: Citrix WANScaler. I think this is a perfect name actually, it rolls off the tongue and conveys its purpose succinctly. How does this mesh with the Citrix VOS strategy? Citrix is all about delivering applications to users. For the past year or so we have been communicating a three-pronged approach for dealing with three different types of applications: Virtualize client/server applications with Presentation Server Optimize web-based applications with NetScaler Stream desktop applications with Project Tarpon WANScaler will extend the "Optimize" message to embrace more than just HTTP traffic. It optimizes traffic on WAN links between offices within an organization. There's a nice little Powerpoint presentation posted on citrix.com that summarizes the WANScaler benefits and how it fits in with the rest of our VOS strategy. What does WANScaler have to do with Presentation Server? Not much really. The ICA protocol is already highly efficient and compressed so there's not a tremendous amount of value that a network appliance can add. The sweet spot for Orbital Data is optimizing traffic for applications and data that would otherwise use overly chatty protocols that run like molasses over a high-latency WAN link (like CIFS). However, most WAN links are not dedicated to ICA traffic, and by optimizing the other protocols on the WAN link, more room will be left over for ICA traffic. So Presentation Server users may notice better performance too by virtue of having a WAN link that is less congested. I think this is a good move for Citrix, and one that was widely anticipated. Jay Ruben Spruijt < wrote: v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} st1\:*{behavior:url(#default#ieooui) } Correct!, ;-) That?s why this acquisition isn?t bad in my opinion Ruben --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Joe Shonk Sent: Tuesday, August 08, 2006 2:15 PM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Pro vider of WAN Op timization Solutions Also, as a software based solution (as opposed to ASIC) it will be easy for Citrix to port the code over to the Netscaler. So from a Netscaler perspective, this makes more sense as an acquisition than Packeteer. Joe --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Ruben Spruijt Sent: Tuesday, August 08, 2006 1:58 AM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Pro vider of WAN Op timization Solutions Hi, Orbital Data has also a software based solution: ?Orbital Data was the first company in the industry to deliver a compact, software-based version of its branch appliance technology that can be deployed directly on a remote user's PC? . That! makes a difference between Orbital Data and other vendors like Expand, Riverbed and Packateer.. From that point of view not so bad acquisition.. With regards, Ruben Spruijt --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Landin, Mark Sent: Monday, August 07, 2006 8:38 PM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Pro vider of WAN Op timization Solutions Got it. So that's on the network side. I know Tacit does delta optimization for WAFS traffic. --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Steve Greenberg Sent: Monday, August 07, 2006 1:49 PM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Pro vider of WAN Op timization Solutions An intelligent algorithm which watches the actual payload of packets and does not send data that already exists on the target side. By analogy, if the packet contained the word LICENSE and you then send LICENSES (plural) it would only send the S, probably a bad example but it gives you the basic idea Steve Greenberg Thin Client Computing 34522 N. Scottsdale Rd D8453 Scottsdale, AZ 85262 (602) 432-8649 www.thinclient.net steveg@xxxxxxxxxxxxxx --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Landin, Mark Sent: Monday, August 07, 2006 11:23 AM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Pro vider of WAN Op timization Solutions What is that? --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Joe Shonk Sent: Monday, August 07, 2006 1:15 PM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Pro vider of WAN Op timization Solutions There is still room for improvement. For one, differential compression. Joe --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Landin, Mark Sent: Monday, August 07, 2006 10:42 AM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Pro vider of WAN Op timization Solutions My understanding is that the ICA protocol itself is already pretty "optimal" so I'm not sure what Orbital brings to the table that Riverbed and Tacit don't. Tacit in particular seems to cover ALL the bases: disk-cache WAFS, WAN optimization for CIFS, NFS, HTTP, Sharepoint, SQL, and others, plus Windows domain functions, including authentication, DHCP, print serving, etc, all in one appliance. Is there some "special" ICA optimization that Orbital can do that others can't? --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Winslow, Philip Sent: Monday, August 07, 2006 11:43 AM To: 'thin@xxxxxxxxxxxxx' Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Pro vider of WAN Op timization Solutions I'd agree that the press release is a bit much with the "A Leading Provider of WAN Optimization Solutions" language, but the technology is rather interesting. Orbital Data can accelerate applications delivered by Presentation Server (up to 5x faster according to Citrix), and in the future, if Citrix Systems can add stronger offerings for Wide Area File Systems (WAFS) and caching into the WANScaler appliances, WANScaler could be positioned as an appliance to optimize the performance of application streaming technologies. My guess is that we'll also see a "super agent" in the future -- i.e., a combination of the OrbitalEdge Agent, Tarpon Agent, Program Neighborhood Agent, and Reflectent Agent. Orbital Data is a small company right now, but Citrix is going to really ramp the R&D team. They've got a ways to go on the development side, but it'll be interesting to watch what comes of this acquisition longer-term. --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Steve Greenberg Sent: Monday, August 07, 2006 12:50 PM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Provider of WAN Op timization Solutions I don't know, we are getting a lot of interest from customer in this area and we have been told that both Cisco and Riverbed products did not deliver during testing - maybe Citrix is on to something here.... Steve Greenberg Thin Client Computing 34522 N. Scottsdale Rd D8453 Scottsdale, AZ 85262 (602) 432-8649 www.thinclient.net steveg@xxxxxxxxxxxxxx --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Tim Mangan Sent: Monday, August 07, 2006 7:09 AM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Provider of WAN Op timization Solutions Or maybe Riverbed, which looks pretty hot right now too. --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Landin, Mark Sent: Monday, August 07, 2006 9:36 AM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Provider of WAN Op timization Solutions Packeteer, who just bought Tacit, who looked to me like a REAL "leading provider". --------------------------------- From: thin-bounce@xxxxxxxxxxxxx [mailto:thin-bounce@xxxxxxxxxxxxx] On Behalf Of Jim Kenzig http://ThinHelp.com Sent: Monday, August 07, 2006 7:10 AM To: thin@xxxxxxxxxxxxx Subject: [THIN] Re: FYI: Citrix To Acquire Orbital Data, A Leading Provider of WAN Op timization Solutions Wow they have 60 employees to service whopping 75 customers? How does that make them a leading provider? WTF? I'd be much more excited if they bought somebody like Packeteer. JK "Winslow, Philip" <philip.winslow wrote: FYI --------------------------------------- Philip A. Winslow, CFA CREDIT SUISSE