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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 (7726)	3/31/2000 12:26:00 PM
From: jkb	Read Replies (2) of 9068

Let me start out by saying that my organization is a reseller and implementor of Citrix technologies. My organization has been doing this for ~five years. I've been an investor for almost that long. I am at this point concerned about Citrix' future. I have always felt that up until this point, that the competing Java/HTML (web-based) model could not compete with Citrix. Just these last three months, I have seen application vendor after application vendor re-writing their code into the web-based model. Clients don't need Citrix when they implement the web-based model. And that's the concern. Our clients now tell us "Why do we need Citrix anymore when we plan on implementing the web-based model?" There is no perfect rebuttal to that concern. The web-based model can do just about everything that Citrix can - without having WinFrame/MetaFrame. In the web-based model, you can do web clustering, you can operate in somewhat of a thin model, printing is better, and it's easy to use. You lose the "shadowing capability" with the web-based model and yes - ICA is faster than HTTP and other web-based protocols. But those issues are not enough to convince clients to go/stay with Citrix. Having said that, not every application in the world will become web-based, and in those instances Citrix will be the only player. Forget about the SCO's of the world and others who plan to compete specifically in that space - Citrix easily wins there. But I've seen enough clients who will not implement Citrix - and will implement the web-based scenario - such that it has forced our business (reseller) to evaluate our thin-client strategy. I've recently had a client who has fourty Citrix WinFrame servers tell me that they would rather move to the web-based model rather than upgrade to MetaFrame. Good luck - I'm done with my long position in Citrix for now - I'm happy to take in my profits - but I do hope that I'm wrong regarding the future of this company.

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