Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Mengistu ejigu who wrote (5883)	10/18/1997 11:58:00 AM
From: Roger A. Babb	of 9285

EJ, MSFT has already effectively dumped CTXS by buying their technology and putting it directly in NT 5.0. However, CTXS will not crash instantly. CTXS is receiving money from MSFT as payment for the technology which is being reported as earnings (incorrectly in my opinion) and the CTXS Winframe product is still being sold until MSFT comes out with their version. I don't expect another big crash for CTXS. May even go up for a while longer. Then a slow drift down as earnings dry up. The MSFT search engine stuff means that YHOO and others are also looking at competition from MSFT. Not good for AOL either.

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