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

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To: David Perfette who wrote (6580)5/22/1999 9:13:00 AM
From: dreydoc  Read Replies (1) of 9068
 
WIND + SUN = CTXS + MSFT?

Is this the competitive landscape in the battle for the Tornado? Seems that if WIND teams up with SUN (with JINI) and they're already in deals with Intel and Broadcom, market penetration is certainly viable. WIND runs the chips as OS on Internet devices. Does it also handle thin-display chores much like ICA?

I'm wondering if a position in WIND and CTXS is a good gorilla straddle?

Any comments appreciated.

dd
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