Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (4572)	8/8/1997 2:37:00 PM
From: dougjn	of 9285

Reasonable reasons... Stop loss may be a good idea regardless. What attracts me to this company is that it seems to be the perhaps the best Net PC play, under recognized as such, on a very small earnings base. I'm not one who belives Net PC's will kill the (increasingly) intelligent PC market. But I do think it is part of the increasing replacement of the mainframe/terminal world w/ NT server/(cheap) pc's. i.e. I think Citrix has a big place in the world of point of sale terminal upgrades, word processing and scheduling only secretaries, etc.... Another thing is that this has the potential for becoming a generally recognized concept stock. I am well aware that it had a run up last year until spring of this year/MSFT negotiations on that basis, but it was a very inside baseball story. Could become a widely known story. Based on reality, but bid up, perhaps, on ahead of the time frame hopes.....

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