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To: MikeM54321 who wrote (7023)10/18/1999 7:27:00 PM
From: Hectorite  Read Replies (1) | Respond to of 9068
 
Mike, good notes. I would add that the management team kept up an unmitigated bullish tone throughout the call. The server computing trend is reinforced by Sun's call last week. I liked the argument that in the international market, where PC penetration is lower (many places much lower), they see their products as enabling these markets to "skip" PC deployment and go straight to application delivery via ICA at lower cost.

I'm sorry, but I still don't understand how they see the future with Microsoft. The fact that the balance of the call was transparent seemed to underscored how murky the relationship must be, maybe even to them. I'm probably just trying to find something negative to say...won't stop me from buying a current prices!



To: MikeM54321 who wrote (7023)10/19/1999 2:47:00 AM
From: Dinesh  Read Replies (2) | Respond to of 9068
 
Mike

For some reason it seemed odd to me that a company
that size should carry $640mm cash. Actually, the
report says $317mm but I didn't listen to the CC.

Even that number sounds high. Are they finding no
new oppties to deploy that wad ?

As an aside, the foot in the door (of For500) should lead to
projects -- is a good theory but doesn't always have to
work. For, if it did, we would all be surrounded by lots
and lots of very successful companies...

Excellent report, save for that contract expiration thing.

-Dinesh



To: MikeM54321 who wrote (7023)10/24/1999 7:53:00 AM
From: Mike Buckley  Respond to of 9068
 
MikeM,

Thanks to you and everyone for the updates while I was away on vacation.

Something doesn't seem right? For the first time, I understood everything they said <G>.

I think their customer conference a few months ago was pivotal in getting the message out to customers and the Street in a clearer, more concise way. Hope to see it continued long-term, not a flash in the pan.

--Mike Buckley


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