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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6187)9/12/1999 2:45:00 PM
From: red jinn  Read Replies (2) of 54805
 
mike:

if i've reviewed messages on this thread more than twice since the beginning of july, i'd be amazed, but i'm back in town to do a little more lurking for a little while.

re yours and others' comments about citrix. it has a definite niche and if you were in at the right time(s), you made a bundle. and i've no doubt time in the that people will still make a bundle on citrix from time to time.

i just got off the phone with a friend, the ceo of small, private, successful software development and telecommunications consulting company (don't want to give his name for privacy reasons; he wasn't expecting a broadcast of his opionion; and - full disclosure - i'm an investor/advisor to his company), after passing him your email and a couple of responses. he said citrix is a good company for what it does; he doesn't buy their per-seat cost analysis; and from his knowledge on the street, he doesn't know of many customers of citix that don't have trouble implementing citrix's patches/upgrades. he also says citrix is best if you have multiple msft-based products, not just 3-4, which he thinks is not the largest profile of customers. i pass this on for what it's worth.

in terms of my source i can only say i've never talked to someone who explains technology to the layman better than this guy (caveat: i gotta admit that frank and others i've met here are superb too, but i'm not counting email as talking). anyway, his company's come up with a product that organizes databases and hard drive info that's unlike any i've seen. i can explain it best by saying that altho you see 12-20 icons on your screen when you log on, you probably use only 2.5 of them regularly. so, if you had a system that only gave you the 2.5 you used (or, perhaps more importantly, that your boss/system admin said was all you needed/sd have), e.g. word processing, 25 quicken functions, email, certain company database access, or whatever, you wd not only cut down on the memory your pc/server needed, you'd also wdn't need as big a pipe to move data, both of which are desirable. well, his program does this and is tailored to an individual's logon initials. the program is platform independent; it can be upgraded/changed on the fly (i.e., no downtime); and if, for example, you want your info in french and i want mine in german, that can be done too. the product will be launched at a small banking convention in late october (that's where the company's initial industry expertise is, but the product is applicable to all data/paper intensive industries where employees are pushing a lot of electrons around, e.g., health care, insurance, other financial sectors, etc.) i've heard that the beta tests have been near flawless. i find my source is constantly ahead of the market, e.g., he told me more than 3 years ago that we'd see software sold for free on the internet and that companies wd have to make their money through services accompanying the product, which is, of course, what we're beginning to see.

when his company is ready to go public, i'll pass the info along to this thread. it's the least i can do for all the info i've gotten. you've all got to do your own dd, but that's expected.

best, redjinn
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