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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: MikeM54321 who wrote (6481)	4/29/1999 9:22:00 PM
From: Mike Buckley	of 9068

MikeM, Q had competition along the way from established players, TDMA and GSM. But neither was quite as good. Yes, but the Q's CDMA is still fighting an uphill battle against GSM and TDMA. The Q is a gorilla of CDMA's niche market, but it's important to remember that it still remains a niche market. ICA has competitors and they are not quite as good either. Yes, but those competitors don't have nearly the market that CDMA's competition has. Your analogy between Citrix and Qualcomm is good, but I'm sure you agree that it's good only to a point. Just wanted to let you know that IMHO CTXS is a risky venture, facing similar obstacles to what Q did. But success, IF it comes, will have big rewards. "IF," being the key word. I agree to a point. The underlying issue for me is the big picture of the thin-client story that is unbelievably compelling. --Mike Buckley

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