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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Redman who wrote (24488)	5/10/2000 5:14:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Red, Now that you've spilled the beans, ... :) The last couple of days I've been trying to get a handle on that ICA licensing growth as you've probably noticed in the Citrix folder. Especially important to me is the accelerating growth in the last few months because that's a classic symptom of a tornado as described in the manual. In the last four months, ICA licensing jumped from 3.5 million to 6 million licenses. That's a 2.5 million increase. More important, it's an 83% increase in just four months. I wasn't going to mention it, but now that you've spilled the beans :) I've got to. It looks like a tornado. The reason I haven't mentioned it is because I'm perplexed as to why the growth of ICA licenses is not reflected in the revenue growth. Until I understand that, I'm not willing to say Citrix is in a tornado. I have a call into Investor Relations but don't expect to hear back until later this week. Can anyone explain to me why the licensing growth isn't reflected in the revenue growth? --Mike Buckley

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