Citrix Systems (CTXS) Message Board

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Technology Stocks : Citrix Systems (CTXS)

CTXS 103.90

0.0%

Nov 2 5:00 PM EST

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To: rtalley55 who wrote (5144)	3/4/1998 5:40:00 PM
From: Tom Markowski	Read Replies (1) of 9068

It will be a rough day tomorrow. Intel misses numbers. To me, it shows customers are balking at "high priced" cpu's in greater numbers. As far as CTXS questions raised...here's my 2 cents... 1. NT 5.0 is 1999. In fact, most rollouts will take place second half. 2. Hydra and Picasso are not far off. June? It will be ready to roll with NT4.0. Picasso is stable and offers real value. 3. MSFT has been behind on so many projects (ie. Windows 98, NT5.0, Wolfpack) that I wouldn't worry about the threat to CTXS. 4. MSFT main target is Unix, with an eye on Java (Sun/Oracle). CTXS is a partner. Not a threat. CTXS is building value with recent aquisitions...and to guess what will happen 3 years from now is foolish. Three years ago Packard Bell was the leading PC supplier...things change too fast to make predictions about what may happen. Stock is a buy at 35-40. Tom

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