Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (2343)	6/12/2000 6:42:00 PM
From: Bosco	Read Replies (1) of 30051

Hi Zeev - re CTXS, while the CEO and CFO performance today were very bad [see recent posts from CTXS thread, which have been surprisingly void of emotion and quite informative,] I think CTXS does have a certain lock to her respective market segment. Large organizations are likely to continue Winframe deployment. Those were the days when people could telnet all over the place. That said, probably one could see it coming with MSFT turning out a subpar Q. I cannot see it flamming out for long though. To put it in perspective, I'd rather take position in CTXS than MSTR! Besides, I ve wanted it way back when when MSFT almost killed it but was too afraid. Then, when it rebounded, I decided not to chase. Well, consider my position is a get-it-out-of-my-system :) best, Bosco

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