Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Pancho Villa who wrote (6677)	11/9/1997 1:32:00 PM
From: Tom Markowski	Read Replies (2) of 9285

Long case for CTXS. MSFT has been talking about Wolfpack for two years. They are not selling any Wolfpack yet. Let someone tell me when Hydra will be available. Real dates please. NT5.0 is delayed also. Valuation is high, ...(so is MSFT),..... but look at earnings growth. Roger predicts every quarter this will be the last of good growth. Hasn't happened yet. Customers are placing orders. Momemtum is strong. Royalty payment validates ICA. Not a bad thing. CTXS - buyout candidate? Technology is too critical for this not to happen. Their technology is critical. That's why MSFT paid cash for it and backed down. Don't bet against great technology. This product works. VARS love to sell it. Customers - Fortune 500 - are buying and installing this product today. HP & CPQ have recently endorsed Winframe. Why aren't they waiting for Hydra? Why bother with CTXS? In the end, MSFT will offer a rudimentary version of Winframe, capable of basic multiuser called Hydra. Customers who want more will buy CTXS add on called Picasso, which features load balancing, encryption, pieces not found in Hydra. Tech stocks will come under pressure as Asia tanks. There are better shorts than CTXS however. Tom

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