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

To: jhg_in_kc who wrote (6892)	8/15/1999 1:44:00 AM
From: David Montgomery	Read Replies (2) \| Respond to of 9068

As I said in the response - that's an awfully long stretch. I knew it was a long stretch when I said it, and I knew it when I responded. However, to put it in perspective - if the thin client market grows and Citrix supplies both the enabling technologies (winframe, metaframe) and the user software (the new acquisitions do supply user software), then a long stretch of the imagination (which incorporated the potential for market changes) would say that IF (and that is an important term) Citrix dominates both markets, there might be a potential problem. I would compare that to saying that if the cow jumped over the moon and landed in the white house, there would be a big problem. Think about the probabilities. On the other hand, we have Microsoft. One of these days, we have to get real in our thinking. Supposedly, they have a Windows "operating system." Then they have an internet explorer, which is a "vital part" of the Windows "operating system" for PC's. Then we have the Office Suite, that gets "no special treatment" when it comes to the intracies of a proprietary operating system. Then we have this. Then we have that. I don't think it's realistic to kid ourselves about the MSFT relationship with MSFT. So the darned DOJ steps in - as if they know what's going on. The reality is that Microsoft puts out a good product for about 99.99999% of the population. No complaints there. Why bother. So, where does that put us with Citrix. Well, they seem to be pretty good at this "thin client" technology. They're good at it with MSFT Windows and they're good at it with SUNW systems. They're just plain good at it. The only problem might be if they become too dominant. I don't think there's too much chance of that in the distant future - too many other people are learning how to use the Citrix system and Citrix is busy learning how to enable other people's software. Bottom line, if you have a really active imagination, there might be a problem 10 or 20 years from now. If you don't have a really active imagination, you'd wonder what some idiot was talking about. If you're brain dead, I don't know what you'd do. Sorry about the long response, dm.