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: Heeren Pathak who wrote (7994)	5/7/2000 10:57:00 AM
From: JMD	Read Replies (3) of 9068

Heeren, terrific post. Two questions: could you expand on why the demise of the internuts carries a potential negative for CTXS? If petopia and petsmart and pets.com all go BK (which would be just fine if not inevitable from my perspective), why would CTXS be hurt? I had not thought of CTXS supplying products that would armor proof a web site open to the public. CTXS' target market is the corporate intranet server, no? Please continue to provide us with your observations regarding the development of the ASP market. I think the IBM/Citrix announcement has been lost in the stock massacre--doesn't Big Blue provide a critical endorsement of ASP that might overcome customer reluctance to outsource proprietary data? Second, I posted a few times just after the earnings announcement regarding DSO, and deferred revenues and am glad to see the discussion continuing. I would like to believe that CTXS got 'lazy' on the collection side, and was reluctant to hammer their new, bigger customer base. If true, both are correctible but the Street is in no mood to be gentle with companies whose corporate accounts are not in apple pie order: witness Microstrategy. Citrix must take this very seriously and with the stock price cut 60% I suspect they will. kind regards, mike doyle

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