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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (7859)	10/8/1999 11:29:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Some buying opps in the comm ic space (JDSU/CNXT/PMCS) caused, apparently, by this: 10:42 am PMC-Sierra shares hit by downgrade PMC-Sierra (PMCS: news, msgs) skids 13 lower to 86 7/8. Salomon SB downgraded the stock to "buy" from "outperform," but maintained its $110 target price. The broker cites questions about customer inventories as among the reasons for the rating reduction.

To: LindyBill who wrote (7859)	10/8/1999 12:03:00 PM
From: James Sinclair	Read Replies (1) \| Respond to of 54805

Ya can sell it to a computer Engineer who hates Gates, but you will never sell it to the suits! Another pipe dream from "The Black Prince". With all due respect, LindyBill, this is not about some religous war among the IT geeks, this is about reducing costs, a subject near and dear to the hearts of your 'suits'! You should go and check out some of the case studies on the Citrix web site. I pulled up one, Texaco, and here's what they had written under the benefits section: By implementing WinFrame, Texaco Refining & Marketing's downstream operation realized greater operating efficiencies, enhanced worker productivity, reduced application cost of ownership, and cost savings from a reduction in required capital investment. Now, does that sound like it was written by a suit or a geek to you? The point that I've been trying to make here, because it impacts a number of current and future gorillas, is that, once you put the server infrastructure in place to support this architecture, you've got a lot of flexibility in terms of what you use on the client side. In that context, Ellison's $150 dollar box is just as good as the expensive PC currently sitting on my desk. This is an area that I know something about, because my department is in the middle of deploying several Citrix solutions for our government customers. Our reasons for recommending the product had NOTHING to do with any resentment towards MS and Mr. Gates. We recommended it because, with users scattered around at military bases all over the country, software installation and maintenance has been a huge problem for us it in the past, and the Metaframe architecture lets us manage the whole process from a single site. The 'suits' running our projects are very happy that their support costs are dropping.

To: LindyBill who wrote (7859)	10/8/1999 12:34:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Lindy, Let me put a Citrix client on that $150 box that can run all of my Windows applications off a central server farm Ya can sell it to a computer Engineer who hates Gates, but you will never sell it to the suits! 98 of the Fortune 100 companies are using Citrix. Do you really think that's possible without having sold it to some of the suits? --Mike Buckley P.S. Thanks to all for wishing me well on my vacation.

To: LindyBill who wrote (7859)	10/8/1999 1:00:00 PM
From: JohnG	Read Replies (1) \| Respond to of 54805

LindyBill. Disagree. The set top boxes with Gemstar patented Interactive Programing Guides will run on Windows CE and include CTXS client software. When you're not shopping, looking at advertisements watching TV or surfing the net, then you can proceed to a Intel server farm and run your favorite software viewing the screens with a CTXS client. All the technology is available except I am not sure that CTXS has a Windows CE versoin yet. JohnG

To: LindyBill who wrote (7859)	10/8/1999 3:51:00 PM
From: Brian K Crawford	Read Replies (1) \| Respond to of 54805

Ya can sell it [a $150 box running Citrix and Windows apps off a server farm] to a computer Engineer who hates Gates, but you will never sell it to the suits I recall reading here that 98 of the top 100 corporations have adopted Citrix to one degree or another. It's attraction is lower overall cost to operate, and central administration of the applications. I do not mean to imply Microsoft is in danger. Only that a basic desktop box, a high bandwidth LAN, and applications on fast servers are going to become more prevalent in the corporate world than the standalone desktop model we have today. The "I hate Bill Gates" issue is emotional, and not something the suits I know base decisions on. Brian