Citrix Systems (CTXS) Message Board

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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: Stonehenge who wrote (6836)	7/25/1999 6:56:00 PM
From: David Perfette	Read Replies (1) of 9068

Anyone have an opinion about getting in ctxs at current price??? Stone, My take on the situation with ctxs is that it is going to be either hit or miss. Aside from the current market conditions weighing on the stock, if the stock doesn't blow up, IMHO we will all do very well. To elaborate a little more. In a nut shell the fear, whether valid or not, is that Mr. Softie will in the near future effectively incorporate ctxs's products in it's OS. There is also the persistent fear that y2k will do some harm to earnings, despite management's insistence to the contrary. My understanding is: 1. Mr. Softie's RDP is currently not a viable alternative to metaframe, nor will it be in the near future. 2. According to the CC, Ctxs and Softie have a good relationship, and management does not regard Softie as a threat. 3. Management continues to assert that y2k will not effect them. 4. Ctxs is continuing to execute as the earnings and cc shows. So if you believe management, then this is IMHO a fine time to buy. Note. I can not speak to whether management has provided accurate and consistent guidance. Perhaps one of the long time followers can answer that. Hope this helps. -DP

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