Citrix Systems (CTXS) Message Board

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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: gbh who wrote (7851)	4/19/2000 6:14:00 PM
From: Hectorite	Read Replies (2) of 9068

G, the AR caught my eye immediately. DSOs jumped from ~45 to 59. They talked in the cc about having three new products coming out during the quarter created a backend loading. The linearity of the contribution of those products should be better going forward. The are also pushing the enterprise sales initiative- selling at higher management levels- which is longer process. CFO said they expect to see the DSOs settle back down into the high 40s. The ARs and DSOs will certainly be watched carefully next quarter. The "selling up the management chain" slogan is reminiscent of NETA a year ago so it makes me a little nervous, but that comparison is apples to oranges. CTXS is much, much better prepared to pull it off given thier already strong relationships with top level consultants/integrators.

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