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

To: jhg_in_kc who wrote (6828)	7/24/1999 3:12:00 AM
From: Don Edgerton	Read Replies (1) \| Respond to of 9068

I've been wondering what hit CTXS. Seems to me it relates to the MSFT warning about slowing revenue growth. Got hit early in the week. Made a reversal yesterday. But then news of the MSFT anlyst meeting of yesterday resurfaced the concerns. Don't agree that slowing in MSFT will necessarily impact CYXS. My take on MSFT is that revenue concerns relate to less than entusiastic uptake of office 2000. I've heard that it is procesor and memory hungry and not easy to install. Uptake in most recent quarter resulted from cashing in of Office 97 free upgrades and therein rcognition of the deferred revenue from office 97 last quarter. 90% of users don't need the enhanced features. Most sales will likely be bundled high end systems and not at retail. Seems to mee CTXS deploymnt is more a function in NT and windows 2000 uptake and grwoth in networking in general. Am I missing something.