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

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To: mauser96 who wrote (6543)5/17/1999 5:18:00 PM
From: MikeM54321  Read Replies (1) of 9068
 
Lucius,
Quite a good analysis and I concur with you on every point, except the very last one. It's sort of a moot minor point, but I think the DOJ litigation was extremely good for the future of CTXS-MSFT relationship.

I mean after all, MSFT had something to work with in RDP and they also had a European company's technology that (I believe?) was not part of the CTXS-MSFT agreement in 97. But it's really not relevant, because MSFT is now walking very gingerly and won't be so quick to crush it's competition.

But let me bring up another thought. What's your opinion about the expiration of the marketing agreement between CTXS and MSFT? It expires in October of this year.

I have an opinion, but I wouldn't mind hearing a few others.
Thanks,
MikeM(From Florida)
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