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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: Mike Buckley who wrote (7465)	1/10/2000 1:40:00 AM
From: Dinesh	Read Replies (1) of 9068

Hi Mike The 10-1 offer indicates a very weak hand. A 3270 emulation and an X-term emulation are routine apps. Tarantla offers nothing that a good search engine can't whip up in no time. Plus, there are already a number of well working solutions out there. So that's not where the game is. It is on the Windows front, where SCO doesn't have access to RDP. If it did, switching costs will be less than thost going from Oracle to Informix, but more than those incurred switching from HPUX to SunOS. Exactly where needs more details. SCO has reverse engineered RDP. With a twitch of an eyebrow - a judiciously placed 'enhancement' is all it would take to derail this engineering marvel. This fear will weaken the switching threats tremendously. Why, because at stake is the access itself. Microsoft has enough legal troubles already; SCO has nothing to lose. But I wonder how many potential customers will buy it. Citrix 10, SCO 1 (until I learn better :) Regards Dinesh

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