Oppenheimer and MKM both believe Cisco (CSCO) is about to strike a reseller deal with Citrix...
Tuesday, October 16, 2012, 11:45 AM ETOppenheimer and MKM both believe Cisco (CSCO) is about to strike a reseller deal with Citrix (CTXS) related to the latter's NetScaler application delivery controllers (ADCs) - Oppenheimer thinks it could pave the way for Cisco, which recently said it would de-emphasize its own ADC hardware, to eventually acquire NetScaler for $1.5B-$2.1B. MKM argues F5 (FFIV), which is believed to control half of the ADC market to Citrix's 20% and Cisco's 15%, and maintains an edge in 3rd-party developer support, remains on solid ground. (also)
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