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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (7330)	10/2/1999 8:10:00 AM
From: Mike Buckley	Read Replies (1) of 54805

tekboy, It's CTXS that is most interesting of all, however. It goes up incredibly over the 30 month period, but in a steady line with no obvious break. This suggests to me that CTXS has NOT YET CROSSED THE CHASM IN THE PERCEPTUAL GG. If and when Merlin, LL and others can assure us that is has done so in the fundamentalist GG, it should be a fantastic investment, because if history is any guide, once its primate status is popularly perceived the chart should ramp up steeply. I can assure you that the product has crossed the chasm, though I came to that realization only in the past couple of weeks, thanks to Citrix's dreadful PR department. There are 15 million end users of the product and 98 of the Fortune 100 companies use it. Does this make any sense? Yes, but in my mind the evidence pointing toward the viability of a perceptual strategy is still anecdotal, not empirical. --Mike Buckley

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