Selective disclosure/graphon/Non-windows apps/etc
Anyone know how much (if any) of CTXS business is based on non-Windows server applications, or how big that market is?
The CSFB analyst raised his (and the stock price) target for Citrix immediately after meeting with the head of one a CTXS business division. What's up with that - we know it's all ASP. What happened during that meeting, which we don't know about that brought that about?
GraphOn. I thought it was an interesting company (but I wasn't comfortable buying a then-OTC BB company I knew nothing about) until Jim Seymour said something ominous about it:
thestreet.com
Re: StarOffice:
"Footnote: A hit-and-run victim in this deal may be
GraphOn (GOJO:Nasdaq OTC BB), a small producer
of tools for application service providers (ASPs),
including one that lets ASPs deal traditional Windows
programs, such as WordPerfect, out to customers
running Linux. If a high-quality native-Linux-compatible
office-productivity package, Star Office, is available for
free, from a respected source like Sun -- and is likely to
be quickly followed by an ASP-enabled version --
GraphOn is going to have one big ouch. "
Anyone have thoughts on Futurelink (FLNK). I stayed away from them 'cuz they were an (again, another) OTC BB company I didn't know much about and the CEO suddenly resigned in an oddly-worded press release. Besides, I was already long USIX, CTXS, and now PKTR so adding FLNK = suicide in my case. Anyway, it's up dramatically (that's an understatement) and I think they call themselves "the largest Citrix reseller". (?) Even half-assed two-bit ASP stocks are skyrocketing (EBAS).
Good to see Jubak pick up CTXS again, I've already harangued him for dropping it this summer, so I'll leave it at that.
- Netconductor.com |
