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

To: MikeM54321 who wrote (6814)	7/23/1999 2:21:00 AM
From: JR	Read Replies (1) \| Respond to of 9068

Mike, Thanks for your detailed response to my question. Once again CTXS delivers impressive growth and margins, and the stock's performance takes a nosedive. Comments about cc indicate company's speakers are not presenting CTXS' performance and prospects clearly. It is a shame that they execute their business so well, but fail in explaining it clearly in the cc. Given the mentality of the market these days, I guess we'll continue to see CTXS volatility.

To: MikeM54321 who wrote (6814)	7/23/1999 1:23:00 PM
From: Mitch Vine	Read Replies (1) \| Respond to of 9068

MikeM and All What I heard in the conference call was that breakdown in 2Q99 as as you said. MetaFrame was 42% and Options were 40% (Total 82% of $94.4 = $ 78 million). BUT in 1Q99 Metaframe was 46%, Options was 30% (Total 76% of $85.5 Million = $ 65 million ). You have to look at the total of MetaFrame plus options to get a feel for the total MetaFrame business. MetaFrame covers the base licenses but Options covers the additional "bump" packs for more users plus additional optional features. The way I see it, the total Metaframe business grew from $ 65 million to $ 78 million sequentially which is about a 20% growth rate in the core business in one quarter. Anyone care to comment on my analysis?