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Technology Stocks : Gorilla Game

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To: mauser96 who wrote (327)	11/12/1998 12:38:00 AM
From: Mike Buckley	of 387

Lucius, My purchase of Citrix also predates the book. I don't remember Citrix being mentioned. I can only guess why. I think the authors would consider Citrix products middleware in the context explained on page 135. "But since it takes a specialist to understand what exactly the middlewars is doing, and since specialists are known to disagree, it is virtually impossible to get clarity on this stuff." You're probably aware that their comment about Rambus is that it also requires a specialist's understanding of next-generation memory. Also, I think the authors might view Citrix as part of Microsoft's value chain, not a gorilla candidate. You and I know they are also support Apple's OS, Sun's Java, and Unix. At some point it becomes an issue of deciding how to label Citrix. Is Citrix a gorilla candidate riding the winds of the oncoming thin-client tornado or a great company depending almost entirely on NT's success? Regardless of the label, the potential is immense and is thwarted only by the obvious problems of courting Microsoft as a partner while hoping they don't become their biggest competitor. --Mike Buckley

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