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Technology Stocks : Citrix Systems (CTXS)

CTXS 103.90

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Nov 2 5:00 PM EST

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To: Mike Buckley who wrote (7045)	10/24/1999 9:57:00 AM
From: mauser96	Read Replies (1) of 9068

Nice to have you back. According to Moore, the the bowling alley is is located at the frontier of the mainstream market, just at the right side of the chasm (page 29 older version). "MainStreet" comes later, but this is confusing so I don't like to use the latter term. I usually refer to it as the mass market or majority market.I know this sounds like newspeak jargon to some on the thread, but it is the only way I know to have a common reference standard and common terminology. I don't consider it off topic, since it applies to CTXS. I think CTXS sales volume($105.8 million last quarter) and it's earning growth quarter to quarter are not at levels that could be called hypergrowth. I would like to see something approaching a 20% quarter to next quarter level as a minimum. It's encouraging that so many big companies are trying out Citrix products, but if they were really happy with the product we should soon be seeing bigger sales volume. Has the dissatisfaction with the high overall costs of their usual fat client server networks reached the level that companies are willing to take the jump to a "radical" solution like CTXS? Are there niches inside the mass market that are hurting a lot more than the rest? I don't know the answers to these questions, but the next few quarters should tell the story. I have never believed that the Citrix solution would be useful to all computer users, so perhaps it will never do more than dominate several niches,but that would still represent big profit growth.

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