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

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To: Mike Buckley who wrote (7788)4/4/2000 8:44:00 PM
From: Sweet Ol   of 9068
 
I used the term too loosely, I apologize. But the point still stands, when you say your solution is based on Citrix (the undisputed market leader) you never have to explain why you selected them like you do if you select someone other than the market leader. So, in that respect they behave as Gorilla and Chimp. This is how the tornado starts is when the other players in the arena all partner with the dominant player.

Tornados don't often happen as fast as you would think from reading the book. Think back to the introduction of Windows, it took several years for it to catch on and it was the beneficiary of a huge amount of hype and the market had been prepared for it by Xerox, Apple and Unix/Motif. I predict that this will be the year that MetaFrame really takes off. It has been very slow in the first quarter because so many companies are still digging out of Y2K and beginning to seriously move on to new projects and technologies. We hope the 2nd Qtr will see more action.

Best to all,

JRH
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