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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: MikeM54321 who wrote (6505)	4/30/1999 10:28:00 PM
From: Mike Buckley	Read Replies (1) of 9068

MikeM, I'm glad to see that you're finally coming around to appreciate that Java isn't a huge problem for Citrix. :) I remember when we made a vague, unsucessful attempt to deal with this issue a year or so ago on the Fool's AOL thread. I've never really tried to convince you that Java is not a significant threat because I'm not capable of putting it in words that are justifiably convincing. For what it's worth, one of the primary reasons I've never been overly concerned about a threat from Java is that apps written in Java have always had one major drawback -- that they are too slow. Until that problem gets solved, and I've never seen any evidence of that solution, the slowness of Java plays into the hands of Citrix. It's bad enough that a Java-based app is slow. Putting it on a LAN or WAN that slows it up even more makes it worse. Not the stuff of real competition for Citrix. Lastly, I am still not aware of any mainsteream mission-critical software being written in Java. I do know of a privately held company using Java for some mission-critical stuff, but that is virtually the only situation I know of, not that I'm in the loop about it. --Mike Buckley

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