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Technology Stocks : Citrix Systems (CTXS)
CTXS 103.900.0%Nov 2 5:00 PM EST
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To: Doug Fowler who wrote (8396)6/13/2000 11:15:00 AM
From: MikeM54321  Read Replies (1) of 9068
 
Doug- All your questions are excellent and I answered best I could given what I had. If you come away after reading my summary or listening to the CC without clear answers, so do I.

Keep in mind there are three main problems:
1. Transition to paper, backed up shrink-wrap.
2. CIO large enterprise sales requires new skills set.
3. Japan sales requires new skills set.

Just about all current dissapointments can be traced to one of the three above. It took me listening to their one hour CC twice, before it became clear to me. And in spite of that, I still can't say with certainty, I know the answers to your questions.

As to whether they can turn 1-3 around? No one knows for certain. That's a risk one takes by taking a new long position, or a hold position, at this time.

I have to say, there are a few things that did give me some level of comfort. A was talked about in the CC. B and C was barely mentioned. D was not mentioned at all:
A. Demand didn't appear to be an issue, so if they do indeed turn their sales department around, large enterprise and Japan could be lucrative.
B. The ASP market could be lucrative.
C. MetaFrame for UNIX could be lucrative.
D. Vertigo's positioning could be lucrative.

Of course the key words are, "could be." -MikeM(From Florida)
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