Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Mkilloran who wrote (6657)	11/9/1997 12:27:00 PM
From: Roger A. Babb	Read Replies (1) of 9285

mkilloran, you are correct that CTXS can receive up to $100 million in royalties from MSFT HYDRA sales. But that is only a drop in the bucket as to what revenue is required to support the CTXS market cap of over $2 billion. Winframe (based on NT3.51) will be a dead horse when HYDRA is available, maybe before as buyers wait to see it. CTXS has no other products that are generating significant revenue, if you disagree with this please substantiate your claim. Having $200 million in cash and a potential royalty income of $100 million over 2 1/2 years does not create over $2 billion in value. That is why the insiders are selling. If you are long, I suggest you protect your profits with stops or puts, there is no support between $57 and $72.

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