Ray,
I have been researching the Application Service Provider (ASP) industry that is just now in the very early stages, and CTXS is going to play a VERY big part in it. I am now more excited about this stock than I have been for the last couple of years. Not only will they get the corporations who want servers in their office, they will also play a MAJOR role in the corporations who start choosing to outsource the software they use day to day. In other words, corporations will use remote access via ICA and win-metaframe software and do all their processing and hard drive storage on an ASP providers server farm. CTXS will be like the Cisco of the internet, everybody involved in the ASP market will be using CTXS in one way or another. This industry will be huge, as I am also now looking for a pure play of a company that will actually own the server farms and software applications (word, excel, powerpoint, etc.,etc.,etc.) and rent them to corporations on an "as used" time basis. Who knows how much deeper CTXS will get, meaning they may even start their own server farm and rent out apps.
Anyway, people were wondering where life without msft would be. I think now we are getting a glimpse---and we have not even seen the supposed video product add-on yet.
Red |
