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Technology Stocks : Citrix Systems (CTXS)
CTXS 103.900.0%Nov 2 5:00 PM EST

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To: Roger A. Babb who wrote (5538)4/21/1998 2:02:00 PM
From: Christine Traut  Read Replies (1) of 9068
 
I bought Citrix on product positioning and my belief in the thin client market. What a great bonus to have excellent, excellent management. The renegotiated license agreement gives them steady revenue and some protection from MSFT's ability to deliver their products on time.

I have a lot more faith in Citrix's execution. :)

BTW, I believe that Citrix sales will be helped by Y2K projects. When people start to realize what a mess they have with PC based applications (yep, PC software will have Y2K problems) the simplicity of the Citrix server-farm architecture is going to be a quick, dirty and 'proven' way to get things under control again.
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