Re: CTXS and Analysts Lack of Understanding
David P. and Thread,
If you really want to understand why CTXS is being somewhat held down, listen to the entire CC (link to it was posted yesterday). I did and it is just totally amazing to me how many, "professional," analysts during the Q&A obviously did not even know what CTXS technology was used for.
It was almost funny at times because the analysts would word their questions is such ambiguous fashion to disguise the fact they didn't know what the heck Citrix actually did. And to make it even funnier, the CTXS executives answers were so wordy because they didn't want to come out and insult their cheerleaders.
It reminded me of that meeting in the Tom Hanks movie, "Big." The scene where a supposedly complex demo was being done and Hanks raises his hand and says, "I don't get it." I think some of the analyst who participated in the CC would have gotten the answers they were looking for if they had just done that. Then the CTXS execs could have felt comfortable explaining to them, in simple terms, what advantages thin client computing offers.
I think it should be mandatory that all analyst go to the CTXS demo website at: citrix.com (any analyst reading, make sure you use Microsoft's IE browser to keep it simple) and then click on any of the demos. If the analyst would understand, that the demo programs (MS Word, Excel, Access) DO NOT reside on their computer or personal network (but reside on the CTXS server in Ft. Lauderdale), then they can easily figure out why it's such an incredible product.
The only thing that may take a little while to load is the fairly small client software. Once this is loaded, it does not matter if you are connecting with a cable modem or a 28.8 dialup. You can use their demo Microsoft Word, Excel, Access, Powerpoint(!), etc. as if it resided on your own personal hard drive. Now picture being able to do this from the other side of the world, say in Hong Kong, and then it's clear why the product keeps selling as well as it does. I wish all the analyst understood this.
But I do have to admit, CTXS does not do the best job of explaining, in very simple terms, the advantages of their software. It's all on their web site, but you have to dig to find it. I think they make it more complicated than it needs to be. Remember how long it took me, via this thread, to finally point out that JAVA is a somewhat competing technology.
MikeM(From Florida) |
