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Technology Stocks : Citrix Systems (CTXS)

CTXS 103.90

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Nov 2 5:00 PM EST

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To: Roger A. Babb who wrote (5338)	3/24/1998 11:45:00 AM
From: dougjn	Read Replies (2) of 9068

<<1. The performance of Winframe (and probably its MSFT derivative) will not meet the expectations of customers for general office apps. There are special apps (such as reservation systems) where it works great, but the market for special apps is much smaller than general office use. Also not likely to see home use, another large market. <<2. Competition is on the horizon. There is no barrier to entry for other remote control systems to hook up to HYDRA (such as PC Anywhere, etc.) and it is not clear that ICA has any particular advantage. Picasso does have advantages in very large installations and is not likely to have competition soon, but that market is limited.>> The clear market for Winframe I think is in all manner of data base entry and querying. Whether that is a Reservation system, or order taking and fulfillmet, etc., etc. In other words, the market is pretty much the entire world of specialized terminals or formerly mainframe terminals. If the market also became some large subset of office productivity, Ctxs would start to look like another MSFT. I agree that office productivity per se is probably only a marginal market. Although perhaps larger than you think. Not heavy word processing. But the receptionist who is also doing some light typing (e.g. adding in business cards to a contact list, etc.). Doug

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