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

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To: Chuzzlewit who wrote (7733)4/1/2000 6:31:00 PM
From: MikeM54321  Read Replies (1) of 9068
 
"Considering the riskiness of the stock it seems to me that the market is telling us that it expects growth well in excess of 40% for 10 years or more."

CTC- As a purely hypothetical situation, if I could predict the future, and only shared with you privately that CTXS was going to grow 40% for the next ten years...wouldn't you be backing up the truck, loading up on CTXS shares, and closing your eyes as to what happens between now and then? I know I would.

My point is, this hope is what may be driving valuations in a company like CTXS, or CSCO for that matter. Personally, I think Cisco is so incredibly well positioned in the transformation of the old world networks, to the new world, that it is indeed likely they will be the first company in history to have a market cap of $1 trillion.

The paradigm that ICA offers, just may push CTXS into gorilla status. That's how it's being valued.

Thanks for your thoughts. I do appreciate them and they make good sense -MikeM(From Florida)

PS Please don't take this to mean I believe CTXS is going to be a gorilla. I honestly don't have an opinion. That is why I have to watch it so darned closely.
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