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Citrix Makeover: 9 Sweeping Changes Being Demanded By Elliott Management

Joseph Tsidulko

7. Assess Potential Sales Of NetScaler

NetScaler, Citrix's hardware and virtual appliance for optimizing and securing network traffic delivering cloud services, needs to be reassessed, according to Cohn.

"We are not explicitly advocating for a sale of NetScaler," Cohn states, "but we believe the sale option should be seriously explored to assess potential strategic buyer interest and valuation, which we believe may be robust."

Cohn believes Citrix has overestimated the power of cross-selling NetScaler with its virtualization products, and that has led NetScaler to miss out on other use cases, including the "telco vertical."

 
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