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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: Joe Casey who wrote (5520)	4/20/1998 10:41:00 PM
From: dougjn	Read Replies (2) of 9068

Have you listened to the conf. call? I just did. It was very, very positive. I'm talking about the analysts' reactions and tone of the questions, not just my take. Gave me a much better sense of the company. I think the market is in its infancy and will be huge. The true market isn't in displacing Excel or other Msft Office applications from the desktop. Its inputing SAP or Psft or Baan data (or customer created applications) in an NT environment into a server. Of course, doesn't have to be an NT environment I.e., this is a low multiple, small company, highly leveraged way of playing both the NT and the ERP on client / server systems (as opposed to mainframe) rollouts. And then there is the further hail Mary possibility of all sorts of very thin client consumer devices. Huge. Doug

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