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

To: mauser96 who wrote (6739)	7/5/1999 12:24:00 PM
From: MikeM54321	Respond to of 9068

Lucius, Well I would say I agree with all your latest comments. The Java solution that Sun pushed a few years back, Corel went full blast to convert their Office Suite to(and then dropped the program), appears to be pretty much dying. As we all know, this type of Java (where applets are sent to client) was supposed to be a Microsoft Killer. Since that is dying, now it appears this new form, "Java/HTML," appears to be taking it's place. With Larry Ellison leading the battle charge. And I agree, it is the platform du jour and maybe you are correct about the article's slant on it's chances of success. They are just trying to be cool. By the way, didn't you think it strange, the article, in all it's many pages, never mentioned Oracle by name? Notice they also call this new, "Java/HTML," paradigm a MULTITUDE of names. You would think if it was going to dominate the thin client market in two years, they would at least call it something consistent<VBG>. Here's the list: Web and Java Technologies Web-oriented Web-centric HTML/Web-oriented _________ Well Lucius, sounds like you and I are are pretty much at the same spot. Not only in understanding this new Web-oriented paradigm that is supposedly a threat to Citrix's thin-client alternative, but also in our view of Citrix's investment potential. Heck, Citrix is selling a lot of product on a steep upward curve(and making real money!). I'm sure that is what 90% of investors care about anyway. And did you catch my previous post on Microsoft's workstation (NT) market. It's still very strong at least into 2003. It's been great to hear your views and how you appear to have pretty much paralleled my understanding of the Java/HTML threat. If you find anymore articles that may help enlighten us more on this threat to Citrix, please post them. Thanks, MikeM(From Flordia)

To: mauser96 who wrote (6739)	7/5/1999 12:59:00 PM
From: Mike Buckley	Respond to of 9068

The fact that CTXS is thin client isn't important in itself, it's just a means to an end. That end is a system that has more security, more controls , easier to administer, and most importantly has lower total costs of ownership. Exactly, Lucius. And when that goal has been accomplished, the company also has much more flexibility in deciding which software apps to use in the future. The company isn't limited to the one-source provider. --Mike Buckley

To: mauser96 who wrote (6739)	7/6/1999 3:15:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 9068

Re: ORCL's Thin Client Plans Explained Lucius, Just in case you didn't catch this series of posts (on the Oracle thread), I thought you may want to review them. These are only about half the great comments concerning exactly what Oracle is trying to do with the 8i push. Of course I did the research not so much that I'm that interested in Oracle, but I was trying to get a feel for how this new Java/HTML paradigm was going to effect Citrix. Below are only some of the links to comments made regarding 8i that I thought were very significant. I had forgotten how much they helped me understand how Java/HTML fits into the thin client world. There were some very technically savvy Oracle investors on the thread that explained the 8i program well. It doesn't take long to read through the posts. And they explain what the, "For Client/Server, Think Thin," article you linked to is talking about from the technical perspective. After you review the posts, you can see how LE is attempting to develop a platform for a thin client push via a java engine built into his database software. It's called a, "servlet." This servlet is processed on the server and it creates HTML based screen refreshes that are sent to the client. It's all pretty interesting. I could kick myself for not listening in on Oracle's Q4 conference call to see how this particular app is selling. I'll go back and try to dig up some more info. MikeM(From Florida) Here's some of the posts: Message 9775969 Message 9779468 Message 9780607 Message 9780753 Message 9782614 Message 9782825 Message 9783396 Message 9783577