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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (7869)	10/8/1999 12:43:00 PM
From: James Sinclair	Read Replies (3) of 54805

Lindy, Sorry if I came across contentious. Let me be clear about how I see this from a GG perspective. The only new potential gorilla is Citrix, not Linux or any $150 box sold by Larry Ellison. What Citrix does to several current gorilla's (primary MSFT and INTC) is it reduces the strength of their proprietary architectures on the high volume client side of a company's IT infrastructure. The Citrix solutions we're currently deploying are Windows based on both the client and server ends. But once that infrastructure is in place, if I need to support a new group of 500 users, I can buy them PCs or Macs or Linux boxes, or Ellison's $150 wonder, and IT DOESN'T MATTER TO THE USER. He runs the exact same applications as he always did.

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