Citrix Systems (CTXS) Message Board

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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: Jonathan Fine who wrote (7115)	11/8/1999 5:03:00 PM
From: David Perfette	Read Replies (2) of 9068

I know less than nothing about PE ratios and appropriate valuations but the stock was right at $70 (and had doubled this year) without the benefit of a 'story', i.e. a shorthand way of describing why this company is doing something amazing and why anyone/investors should care. It seems to me that has changed dramatically over the past couple of weeks. The addition of Citrix to the S&P500 may be all the evidence some investors need to know that its successfully doing something fundamental to the industry they're in and for the economy at large. Also, its fast becoming what Iacobucci wanted it to be, 'the Cisco of ASP'... Jon, Citrix had a very good story back then, and was successfully doing something fundamental to the industry they're in..., as well as today. The difference today, is that people are becomming more aware of it, like yourself. The potential growth from this new server based/ASP push gives ctxs an extra twist to the story, but it would not be a good idea to buy based principaly on that potential, rather then the underlying, fundamental story of Citrix. -David P.

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