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Technology Stocks : Citrix Systems (CTXS)

CTXS 103.90

0.0%

Nov 2 5:00 PM EST

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To: MikeM54321 who wrote (7615)	3/1/2000 10:13:00 AM
From: Mike Buckley	Read Replies (2) of 9068

MikeM, All I recall was that Oracle was trading at $12/share when their new Java model came out. Today, Oracle at $75/share, is what the market thinks about their ability to execute that new Java model. With all the work I did, I called it wrong and bailed because I didn't think Oracle would execute. Yes, but ... I don't think Oracle's price has tripled because of their Java model. I think it's tripled because the market is infatuated with anything having to do with B2B commerce. Oracle can and has succssfully leveraged their position as the Gorilla of the relational database that puts them smack dab in the middle of B2B. And when Larry Ellison gets back to spending more time on his yachts again, you'll see what happens to the price of the stock. --Mike Buckley

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