Digging around can pay off. I was looking for a way to get notified of Citrix press releases and hit an About Citrix link. Inside this link is a another link to a video message from Mark Templeton at iForum 2007. For better or worse I have expanded what you can do with the video link by taking away the restrictive EMBED tag that limited the size of the playback.
It requires Windows Media Player and is two hours long. It covers all the current thinking of Citrix, including the acquisition of XenSource announcement. It also covers some of the history of Citrix inventions. The core idea is the shift towards application delivery.
View it as a state of Citrix report. It includes a section about Microsoft and how Citrix and Microsoft are continuing to be close partners.
It is worth watching to catch up. The message of the value of application delivery is becoming more mainstream.