Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: nshul who wrote (5977)	10/21/1997 7:17:00 PM
From: Jeff Mills	Read Replies (5) of 9285

CTXS Citrix had a huge day today. However, this stock is overpriced via the PSR model. I recall this issue trading at $14 only 4-5 months ago. Lets look at the Fundamentals: TTM, Trailing 12 Month Revenues 9-97: $34.9 MM <------------Great growth, no doubt 6-97: $24.5 MM 3-97: $21.6 MM 12-96: $15.7 MM TTM = $96.7 MM Shares out = 29.39 MM Price = $74 5/8 Market Cap = $2193 MM PSR on CTXS = 22.6 <----------- Higher than MSFTs Notes: Investors are paying $22.60 in CTXS stock for every $1 they sell in product. That is insane. What makes their product so special? If I recall, the reason it sold off to around $14 was that MSFT was close to cutting them off? Today's run seems way overdone -- being long this one would scare me a little! Comments? Cheers, Jeff Mills

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