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

To: James Sinclair who wrote (7873)10/8/1999 1:02:00 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
I think I posted at cross purposes with you. I agree with you on Citrix as a potential Gorilla. I just don't think that Ellison's linux box is going to make much of a dent.

I also doubt if Citrix will stick their thumb in Gate's eye. They will use other systems if that is what the customer wants, but they won't go out of their way to not use Windows.



To: James Sinclair who wrote (7873)10/8/1999 4:38:00 PM
From: Guy Hillyer  Read Replies (2) | Respond to of 54805
 
Regarding CTXS

What's to prevent Microsoft from subsuming the winframe
server's function into the operating system?



To: James Sinclair who wrote (7873)10/8/1999 6:34:00 PM
From: voop  Respond to of 54805
 
James What Citrix does to several current gorilla's (primary MSFT and INTC) is it reduces the strength of their proprietary architectures on the high volume client side of a company's IT infrastructure.



Sounds like a discontinuous innovation to me, the only gorilla poison known

Voop


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