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

To: David Perfette who wrote (7036)	10/21/1999 12:29:00 PM
From: mauser96	Read Replies (1) \| Respond to of 9068

The 2 main questions to ask in evaluating a purchase of SEBL are 1)is the general and tech market vulnerable to a correction? 2)has SEBL become a gorilla as defined in Geoffrey Moore's book? Though I'm worried about #1, I think that it is probable that SEBL has crossed the chasm into the mainstream. If that's the case, it will seem expensive but continue to rise in price for several years. IMHO, this stock can't be fully evaluated in any other framework. BTW, it's likely that CTXS still hasn't crossed the chasm. If it doesn't do so in the next couple of years at most it will be too late.