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 (6491)	11/4/1997 6:13:00 PM
From: Tom Markowski	Read Replies (1) of 9285

Point taken. Unfortunately in the tech sector, hot products are going to trade at very high multiples. It's a given. The trick is to differentiate between the crap and the real thing. I believe Winframe is the real thing. Is it over valued at $80 ..Today... Probably..... But in 3 months $80 could look cheap... My point is leading players in this industry...MSFT...CPQ...HP... and others are lining up with Citrix......why? maybe their customers are telling them something. Winframe works & it solves a real problem they have today. As far as MSFT...let them concentrate on just getting NT5.0 to work then.....clustering....then Windows98........then JAVA.......oh no! JAVA. Citrix works with JAVA...run your MSFT applications and JAVA applications from the same terminal/PC/NC.......hooray! Long from 11, 22, 34, 47, 52.

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