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Technology Stocks : Citrix Systems (CTXS)
CTXS 103.900.0%Nov 2 5:00 PM EST

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To: MikeM54321 who wrote (6950)9/9/1999 1:15:00 PM
From: JC Jaros   of 9068
 
This is why I'm here, reading the CTXS thread, trying to sort out Graphon and Citrix.

I'm a concentrated SUNW long with a small speculative position in CORL. Because of the J-Bridge announcement I started taking a second look at Graphon (GOJO).

Okay, now this is all connected <g>...

Sun is a large customer of Graphon. Sun put Graphon together with Corel, so that Graphon acquired Corel's J-Bridge product in development in exchange for a 20% GOJO equity stake. Additionally, Corel did something similar with another company and their Netwinder Linux harware product. This, for the most part has become known as rebel.com.

Corel uses GOJO technology as the core of it's thin client strategy. I was antipating that Graphon might have had a play in the Sun Micro Sun Ray thin client, as they do for iPlanet elsewhere at Sun. Apparently, they're not a part of the Sun Ray thing. What I *did see mentioned about the Sun Ray was that it used the Citrix ICA protocol.

Back to Netwinder: So, I notice Citrix has rebel.com listed as a new Citrix customer (ICA?). I'm thinking to myself, this is starting to really get confusing.

On top of that, Citrix announces a pending foray into Solaris and other major Unices (breaking away from NT only), but practically EXCLUDING anything Citrix on Linux.

I'm still not clear on the technology issues regarding Graphon (GoJo and J-Bridge), and how that's competitive or complementary with Citrix.

I'm hoping someone here might be able to esplain. :)

-JCJ
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