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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (24512)5/11/2000 1:41:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Chaz,

Do we know exactly what's been licensed?

We know from Citrix's SEC filings that about three-fourths of the revenue comes from Windows-based applications servers. I believe all them have ICA and it's ICA licensing that is depicted in the various press releases.

I understand your point about how graphs can be made to look, but the data points and the percentage of change in between them are factual numbers that are very impressive no matter how you draw the graph.

--Mike Buckley
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