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Strategies & Market Trends : Roger's 1997 Short Picks
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To: curious who wrote (5802)10/13/1997 5:22:00 PM
From: Roger A. Babb   of 9285
 
Mary, I hope I didn't mislead you on CTXS. I was expecting pre-earnings run up and was just expressing disappointment that it had not happened yet. I have not shorted yet, but will as soon as it levels off as it is now above my target. I expect it to decline after earnings are out unless there are substantial revenue increases OTHER than MSFT. (But at 58 you must have got out with a nice profit, you will never go broke taking profits)

For the longer term, I am very skeptical that CTXS will have much income left after the MSFT products hit the street. Note that the income from MSFT (really an asset sale) is strictly capped at a total which is far less than the CTXS market cap. Somehow they must leverage into new products to justify the current market cap.
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