Seems we're all pretty comfortable that Citrix will be fine in the short-run. Let's discuss long-run and as an extension to the GraphOn analysis, what about wireless and WAP?
Psion cuts a deal for ICA. Psion is heavy into Symbian partnership (with partners Motorola, Erricson, Nokia, and now Panasonic) standardized around the EPOC OS for future WAP and voice services on G3 phones. Bell Atlantic/Vodafone announced today that they plan to have their new Verizon service within months, offering Motorola StarTAC and Audiovox 9000 phones for web access. G3 services due by Q3 2000.
Prudential Volpe report on CTXS (March 23, 2000) cites the Symbian pship as very big potential for future market. Goes on to explain, lightly, how the acquisition of Viewsoft in 99 lead to the Vertigo project that enables CTXS to offer rich, object-based user interface functions for web app's over small bandwidth, i.e. wireless. But, this Vertigo is really a development tool and as such, represents new market for CTXS with attendant risk, as they haven't sold to developers, or ISV's before.
Anyone have thoughts or insights into whether this Vertigo compete's with, extends, or is largely complimentary to functionality of app's that are written to take advantage of WAP? I don't understand it yet. Seems relevant to discussion of tornado potential for CTXS.
Comments appreciated.
Regards,
dd |
