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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (16046)	1/23/2000 11:25:00 AM
From: Steven L. Johnson	Read Replies (2) of 54805

In his mind the pain associated with the existing use of networked PCs may not be sufficient for a mass market to embrace the discontinuous innovation Citrix offers... I definitely agree with that assessment. Citrix has good products and has a nice niche, but it will never be the predominate model for deploying PC applications. 1) For most people, the short term pains of adopting Citrix out-weight the long-term benefits. 2) Moore's law, along with Microsoft OS developments, are providing continuous reductions in PC TCO (total cost of ownership). Microsoft, for one, could speed up those improvements if it was a problem 'worth' solving. 3) Citrix provides just one of many possible approaches to reducing the pain. I'd say that the ASP (application service provider) market is more likely to produce a gorilla. 4) The rest of the industry has too much of a vested interest in the status quo. From my understanding of GG, a true gorilla is one that is in a position to rally a large number of partners to develop a cottage industry. I don't see this happening around Citrix. steven.

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