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: telebob who wrote (5254)	3/15/1998 4:57:00 PM
From: Roger A. Babb	of 9068

telebob, I am also expecting CTXS earnings to falter in the current quarter and next quarter. But given the limited impact of other earnings disappointments in this bull market, a CTXS earnings shortfall may not have the big impact you would expect. If CTXS follows the "standard Intel procedure" pre-announcing a lower earnings target, then slightly beat that target, I would expect little impact. But if they say nothing and surprise the market, then it could get ugly. The market does not like surprises. I base my prediction of an earnings slowdown on recent comments by NCDI and earlier by INSGY of slower Winframe sales. If these two large resellers had a slowdown, it is reasonable to expect that overall Winframe sales are slower. CTXS has announced several ICA license deals, but did not say if the deals included any upfront revenue or are only future royalty deals, so I don't know if these deals offset the slower Winframe sales or not.

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