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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: Jonathan Fine who wrote (7128)	11/9/1999 10:47:00 PM
From: Mike Buckley	Read Replies (1) of 9068

Johnathan, When I referred to "meaningful fruition" I was referring to the ASP movement as it benefits the software applications makers and Citrix. Using USIX as an example, their revenues are increasing 50% from one quarter to the next. But the most recent quarterly revenue was still only about $10 million. To get a little off-topic, I also have to wonder about the stock prices of the ASPs. Again using USIX as an example, revenues will have to grow 50% each quarter (sequentially) for the next five quarters to get to the point that the current $2 billion market cap will have a PSR of 20. That's for a company that has no proprietary technology operating in an industry with virtually no barrier to entry. Getting back on topic, that's why I prefer Citrix's role in the ASP movement though I think we have to be very patient before it significantly inures to Citrix's benefit. --Mike Buckley

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