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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: dreydoc who wrote (7131)	11/10/1999 8:47:00 AM
From: Mike Buckley	Read Replies (2) of 9068

dreydoc, It's so difficult to understand the technology (not being in the biz) that I can't offer an informed response about the extent to which it might be true. I hope others can speak to that issue. There has always been the threat that software makers can engineer their products to be distributed in a way that competes with Citrix's method of distribution. Whether or not it is as fast and address the total cost of ownership is something I'll leave up to the people who understand it better than I do. I never expected Citrix to have a total lock on distributed computing and I still don't think they need it to be immensely successful. But I do expect Citrix to have a lock on their method of distribution and without it their success would be limited. --Mike Buckley

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