Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Al Chechatka who wrote (3498)	2/24/1998 7:43:00 AM
From: Roger A. Babb	Read Replies (5) of 18691

Al, I am short CTXS because I think their revenue growth will be greatly impacted by the release of MSFT Terminal Server version of NT. It effectively kills Winframe and does NOT require ICA. It remains to be seen if adding Picasso will create much revenue for CTXS or how long before MSFT builds the Picasso features into NT. Winframe is not popular with those in the industry who must deal with it on a daily basis, it is just the only choice to date. The third party software compatibility and support problems have been ugly with Winframe. Look for the industry to run away from CTXS to MSFT as quickly as possible. There are wide differences of opinion on CTXS and it is a risky play, long or short. Its volatility has created profits for both longs and shorts over the past year. Currently I am in the minority with my negative view of CTXS.

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