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Technology Stocks : Citrix Systems (CTXS)

CTXS 103.90

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Nov 2 5:00 PM EST

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To: David Perfette who wrote (6685)	6/21/1999 12:08:00 PM
From: MikeM54321	Read Replies (1) of 9068

David, I don't see it as a threat at all. Not sure why you thought this? Oracle's "i" plans may be a threat, but that is not even clear. But the "i" plan (at this time) has nothing to do with the Qwest/KPMG announcement. I really hoping CTXS may get involved in the Qwest/KPMG deployment. But there is certainly no news at this point they will either. I seriously doubt QWST/KPMG will be rolling out apps to customers via the typical fat client/server model over the Internet. Maybe a VPN, but that is even iffy. Either an Oracle or Citrix platform solution would be best for any ASP plans. MikeM(From Florida) PS Check out our ASP conversations upstream. Do a subject search. Type in, "asp mikem" and just about everything thing we talked about links to my messages. Mike Buckley's great explanation is back on April 21, 1999.

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