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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: MikeM54321 who wrote (7023)	10/18/1999 7:27:00 PM
From: Hectorite	Read Replies (1) of 9068

Mike, good notes. I would add that the management team kept up an unmitigated bullish tone throughout the call. The server computing trend is reinforced by Sun's call last week. I liked the argument that in the international market, where PC penetration is lower (many places much lower), they see their products as enabling these markets to "skip" PC deployment and go straight to application delivery via ICA at lower cost. I'm sorry, but I still don't understand how they see the future with Microsoft. The fact that the balance of the call was transparent seemed to underscored how murky the relationship must be, maybe even to them. I'm probably just trying to find something negative to say...won't stop me from buying a current prices!

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