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


To: Hectorite who wrote (7024)10/19/1999 12:56:00 AM
From: David Perfette  Read Replies (1) | Respond to of 9068
 
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.

Hectorite,
I also share your concern here. After listening to the CC, I was bothered by the fact that neither management nor the analysts more in depthly addressed this concern. Important questions are not being answered. Management stated that the expiration of the marketing agreement in November is a non event. But what is Citrix getting in return for their assistance to microsoft. What tangible assurances is Citrix and it's investors getting from Mr. Softie, that they wont just screw em at the first opportunity? I'm also bothered by this nonchalance that pretty much permeated the whole call.
The situation with Microsoft is frustrating and management offered nothing of substance to assuage these concerns.

-David P.