Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (12860)	12/16/1999 3:52:00 AM
From: Dinesh	Read Replies (1) of 54805

Hi Mike I am also enjoying this, and learning to appreciate your way of focusing on the 'now'. I do like Citrix as an investment. My only comment was that in its current form it does not seem to be a gorilla potential because it is not spawning new value chains. Only until a better thing comes along, we bow to Citrix. Nonetheless, I don't see anything like that on the horizon for now. I will feel better about (long term prospects for) Citrix if hardware and firmware makers begin using ICA as the foundation. Then, it won't matter if 'pipes' generally are interchangeable. BTW, I have no clue what Wyse does. I'd thought the 3270 compatible business died long ago and took Wyse along... -Dinesh

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