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

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To: Dinesh who wrote (7466)1/10/2000 2:11:00 AM
From: Mike Buckley  Read Replies (1) of 9068
 
Dinesh,

The 10-1 offer indicates a very weak hand.

I agree. Anytime a company offers that kind of a deal, it means they couldn't attract the customers with a more profitable deal. Therefore, I assume there's probably no or little net value being added for the customer. Adding value is what attracts customers.

I still wonder about a company some day coming up with a solution as powerful as Citrix. If that happens, is there any cost to switching to the new solution, and if so will it likely be a high or low cost?

--Mike Buckley
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