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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Steven L. Johnson who wrote (16058)1/23/2000 2:01:00 PM
From: Mike Buckley   of 54805
 
Steven,

I appreciate your comments about Citrix. More please, as we look closely at your point #3.

3) Citrix provides just one of many possible approaches to reducing the pain. I'd say that the ASP (application service provider) market is more likely to produce a gorilla.

Some think the ASPs will bring on Citrix's tornado. One reason the stock price has risen so rapidly is that people see the huge number of ASPs signing up to use Citrix's product (thougn those same investors apparently seem to ignore management's view that serious revenue from the ASPs will be long to come.) Since the ASPs themselves constitute a royalty game, what product category (if not Citrix's) were you thinking would produce a Gorilla?

--Mike Buckley

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