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Technology Stocks : Citrix Systems (CTXS)
CTXS 103.900.0%Nov 2 5:00 PM EST

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To: mauser96 who wrote (7035)10/20/1999 11:20:00 PM
From: David Perfette  Read Replies (1) of 9068
 
Lucius,
I've been following Sebl as long as Ctxs. I've been wanting to buy but the valuation just seems rediculous. Back in February I was only willing to pick up one software co., due to the y2k effect knocking the crap out of software. Anyway, I chose ctxs because they seemed better positioned. I'd be interested to know your thoughts on the current valuation, wheather there is the potential for significant upside to earnings not currently being factored in to the estimates, etc., and what you think might be a good entry point.

On another note. To thread, it's curious that the authors of that article would find a lag significant enough to comment on. As long as I have been following ctxs, since about February, I've never seen this as an issue before. In fact one of the possitives for ctxs has been it's ability to significantly beat the alternatives and in it's ability to replicate the pc desktop experience, including speed. Or have I just been missing something.

Thanks,
David P.
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