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

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To: David Perfette who wrote (7118)11/8/1999 8:51:00 PM
From: Mike Buckley  Read Replies (1) of 9068
 
David,

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.

Gawd, I wish I'd written that! I can't agree more. Moreover, those who are investing based on the ASP movement will have a much longer time to wait for it to come to meaningful fruition that I think they realize.

--Mike Buckley
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