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Technology Stocks : Citrix Systems (CTXS)
CTXS 103.900.0%Nov 2 5:00 PM EST

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To: Bosco who wrote (8457)6/15/2000 6:39:00 PM
From: Redman  Read Replies (1) of 9068
 
Bosco,

I would be very interested in your outlook on the company. You say it is very different than 1997, which it is so, but I could not tell if you think it is just a temporary blemish.

Any thoughts are appreciated. Everything I can read, every analyst I can talk with, and Investor relations phone call, point to this being a very very short term issue. Nothing with product or demand, but with time of revenue recognition (shrink wrap to electronic license) and larger enterprise deals. I still think they come out with a good earnings surprise...maybe $.15 or so.

IR said she understands that they have been VERY conservative with the .09-.11 numbers, and that they are very much still trying to close deals in the last 3 weeks.

Any thoughts are appreciated.

Red
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