Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Derek G. Goodman who wrote (1621)	1/26/1998 8:30:00 PM
From: Roger A. Babb	of 18691

Derek, at my age it is a complement to be called immature, so thanks. Do you wish to counter my arguments that a single server cannot serve hundreds of users or that it is necessary to obtain a software license for each software package for each Winframe user? Or do you agree with my points and would rather me call them "misunderstandings" rather than lies? I don't disagree that Winframe has some useful applications, but its days are numbered now. I am sure that CTXS will make some Picasso sales, but Picasso will not be necessary for many Terminal-server NT installations. And I expect that the vast majority of clients will be Win95 or Win CE running T-share, not Unix or other non-windows ICA clients. I am a contrarian investor, shorting the high fliers and buying the un-loved. I guess that is peeing into the wind and I have been doing it with some success for 31 years. It is now two years since my first CTXS investment, which by the way was from the long side before the first split. You are more than welcome to post on this thread and counter my short side arguments on CTXS. Roger

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