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

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To: Riskmgmt who wrote (6563)5/19/1999 10:01:00 PM
From: Mike Buckley  Read Replies (1) of 9068
 
Yes, Ray. I do see Citrix as a potential gorilla.

But I invested in Citrix before the book was written. Had I not invested until after the book was written I'm not sure I'd be in the stock now. Citrix's product is an enabling technology and the book advises to reduce risk by investing in enabling technologies after the tornado has begun. In my opinion, the tornado has not yet begun. I'm hanging in there because the much bigger story of client-server computing is huge and because there is no viable competitor with Citrix. I think my risk is reduced by those two facts.

By the way, there is a local networking company (I live in the Washington, D. C. area) that advertises on the radio occasionally. Every ad mentions Citrix ICA. That's a marvelous indicator of product adoption.

--Mike Buckley

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