Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (9431)	11/2/1999 10:02:00 PM
From: 100cfm	Read Replies (1) \| Respond to of 54805

r&d dollar amount increased it only decreased as a % of revenue which is up from 98

To: Mike Buckley who wrote (9431)	11/3/1999 2:26:00 AM
From: pann1128	Read Replies (2) \| Respond to of 54805

Mike, When you discussed Citrix previously, there was mention of 98% adoption rate in Fortune 100 companies. But the penetration within the company was less than 5%. Does this qualify as a chasm crossing? Looking at the way all the big boys (IBM, INTC etc) are jockeying for position in the ASP market, the tornado maybe imminent. Not sure if this will result in Gorilladom for Citrix, but here's some food for thought regarding Citrix value chain: biz.yahoo.com biz.yahoo.com Any thoughts will be appreciated. Cheers, Piyush P.S. Sorry for the distraction when everyone is having a Q party...