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To: pann1128 who wrote (9440)	11/3/1999 2:35:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Sorry for the distraction when everyone is having a Q party... And a hell of a party it is, piyush. Aren't you having any champagne? I don't think we've reached a consensus on ctxs yet, but imho, it isn't a Shiny Pebble. GMST and SEBL are the next generation of simians. The gang has proven it to me, at least. Have a wonderful evening, pm, uf

To: pann1128 who wrote (9440)	11/3/1999 8:44:00 AM
From: Mike Buckley	Respond to of 54805

Piyush, I agree that the ASP market will help Citrix immensely. I suspect, though, that the market will be much slower to develop than we investors think will happen or would like to happen. That's the nature of optimism taking over reality. :) I don't think the 5% desk-top penetration rate by Citrix is nearly as revealing as the data about the number of desk-top users enjoying the benefits of Citrix: 15 million. For me, that says the product has crossed the chasm. --Mike Buckley