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

To: Dinesh who wrote (8428)	10/18/1999 7:49:00 AM
From: James Sinclair	Respond to of 54805

Dinesh, Thanks for the input. Can't say that I necessarily agreed with everything in the article either, but I found it somewhat ironic that PC Week would have published it. But the CTXS will not be my ideal implementation for the home user. Wouldn't be mine either. However, it might appeal to the type of user who's currently accessing the net through a WebTV type device. To them, it would be a step up in capability without taking on any additional system complexity. Still, I agree that the big demand will be at the corporate level. I do like the stock but I disagree with your MSFT-killer prognosis Hey, if I was sure that Citrix was going to 'kill' MSFT I'd be out there selling MSFT short, which I'm not. I do believe that the shift to thin client computing will represent another major challenge to the proprietary advantage that currently makes MSFT a gorilla. Maybe they'll be able to survive this challenge the way the adjusted to the Internet, we'll have to wait and see.