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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6186)	9/11/1999 5:01:00 AM
From: Mike Buckley	Read Replies (4) of 54805

Tornado Alert! One last thing before I go back to bed. Damn, I'm addicted to this folder! :) Citrix, a favorite enabler in my portfolio, is lead by engineers who do a lot better job of running the company than explaining the company to investors and analysts. As a result, I've been under an incorrect impression about the adoption of product. I used to think the product might not have crossed the chasm. This week they've done a lot better job of tooting their horn at their iForum conference. The information hitting cyberspace is that they have about 15 million individual users (people at workstations) using Citrix's technology and that 98 of the Fortune 100 companies use it. That tells me the product adoption has definitely crossed the chasm. As you know, defining a tornado is not clear-cut. I don't know what industries the Fortune 100 companies are in. I assume that since 98 of them use the product we're talking about more than a few bowling pins. Citrix revenue has been approaching 100% annual increases. All that adds up to tornado warnings if not a tornado watch. (Remember the importance of the tornado -- that's when purist gorilla gamers invest in enabling technologies.) For me, the really huge news about Citrix came this week. Whereas their product has been useable on virtually all platforms in the past, it is now useable for anyone with a Web browser. There are two implications about that. First is that version 2.0 of our manual very explicitly adds that web-based computing is now displacing thin client-fat server computing. Second, and probably more important, it is possible that with Citrix's participation in web-based computing -- actually making web-based computing easier and cheaper -- this marks the beginning of the end of Citrix being totally dependent upon Microsoft. You won't find many articles that succinctly explain Citrix's role in life. The following link not only does that, but is current: msnbc.com --Mike Buckley

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