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Technology Stocks : Citrix Systems (CTXS) -- Ignore unavailable to you. Want to Upgrade?

To: Jonathan Fine who wrote (6719)	6/30/1999 6:38:00 PM
From: JMD	Respond to of 9068

Jonathan, your comment "And because we will never live in a world with unlimited bandwidth, the need to efficiently use the pipes we have, however big they become, will always be with us." is one that needs to be repeated frequently. IMO, George Gilder's now infamous statement about 'free and infinite bandwidth' has been perverted well beyond his original intention. I'm a real Gilder fan so the following is to be interpreted as such: as a popularizer of technology for the layman, Gilder often uses extreme examples to make a point. GG obviously intended to illustrate what he considers to be a stupendously important change in communications costs, basically from very expensive to very inexpensive. Ten years ago, a call from San Francisco to London was a very big deal. Today, it is somewhat pricey but hardly a show stopper. In the very near future, the price of that call will drop to basement level. Now that is not "infinite and free" but it is an incredibly significant, revolutionary change, which was GG's point. I'm a new CTXS shareholder and if our only threat is a very cumbersome java that can run on big, fat, free pipes so who cares, then I'm a very relaxed guy. B/W ain't free, it ain't infinite, and most importantly, IT AIN'T HERE NOW. I live in supposedly the most 'wired' neck of the woods that exists, and can assure you that folks are falling all over themselves like the Three Stooges as The Last Mile stumbles to home and office. The Revolution will have to wait. Till then, CTXS appears to me to have a very solid solution to the massive bandwidth constricted reality of the here and now. Regards, Mike Doyle