Speculation: Gartner's recent negative view on VMware's innovation capabilities caused VMware management to freak out and go out and buy anything "innovative" that was for sale in the mobility arena. Mobility is hot, and VMware wants have a piece of the cake.
That's a really simplistic speculation. VMware management is considerably more measured than that. VMware has had an End-User-Computing units for years now. With more computing done on mobile and less on PCs, it stands to reason that VMware would like to move in that direction too for their EUC group, especially if the disruption upends the entrenched position Citrix has had on the PC.