Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: B Hewson who wrote (8323)	12/14/1997 12:17:00 PM
From: Roger A. Babb	Read Replies (1) of 9285

Barbara, CTXS has only two significant sources of income. The first is revenue from Winframe sales and the second is MSFT payments. There will be no more MSFT payments until HYDRA ships and then CTXS will get royalties from HYDRA plus the opportunity to sell Picasso. In the mean time (Q1 & Q2) Winframe is their only hope. Winframe is old NT3.51 technology and is increasingly obsolete. Many Winframe sales are made through NCDI and INSGY, both of which are not doing so hot. My guess is that we will see a pause in CTXS earnings growth, likely a dip, during Q1 and Q2 of 1998. Don't know about this Q4. CTXS can play games with revenue recognition of the $75 million already received from MSFT, but that will go only so far.

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