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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: Redman who wrote (7971)	5/6/2000 11:17:00 AM
From: Heeren Pathak	Read Replies (3) of 9068

Red, I thought the analyst was being very balanced. Citrix is trying to gear up for the ASP market. However, it isn't clear that the market is really going to emerge. Also, even if it does emerge, it isn't clear the Citrix will be the "default" technology. The DSO numbers ARE a point of concern. Increasing DSO and increasing operating costs (as a percentage of revenue) can be a signal of problems in the company. In the past, increasing DSOs have been signs that the company has been booking revenue too agressively (witness Sunbeam). Increasing operating costs can be a signal of operating inefficiencies occurring due to poor internal management. These types of operating issues tend to come up at all fast growing companies. If ignored long enough, these problem can have large negative impacts on the company. While I am bullish on Citrix and am a long-term shareholder, it is important to keep a balanced perspective. Heeren

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