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

To: Uncle Frank who wrote (7086)	11/4/1999 9:07:00 PM
From: David Perfette	Respond to of 9068

I left at message at Citrix and received a prompt call back from Laurie Becker in investor relations. I also called a few days ago and to my surprise, withing a couple hours she called back. The first call I had gotten back from any investor relations department. Anyone care to speculate on why ctxs is expected to grow earnings by only 28% next year, while the consensus forcast over the next 5 years is 40%. Is there something odd about next year? Anyway, Laurie didn't have an answer. I brought this up some time ago, but as I recall nobody was particularly sure about the reason. -David P.

To: Uncle Frank who wrote (7086)	11/4/1999 9:20:00 PM
From: jhg_in_kc	Respond to of 9068

Uncle, this is good news. IMO we will get TWO surges in CTXS shares, one, going on now, from the institutions buying because they think the stock is cheaper than it will be when Mobil ceases to exist in a few weeks or months and two, those who will buy it then, at the last minute, because they have to own the stock for their index fund. If experience with AOL applies here, you have about a 20% minimum increase in the stock due to membership in the index. That's my guesstimate.

To: Uncle Frank who wrote (7086)	11/4/1999 9:49:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 9068

Uncle, Chuzz, and ALL, A MUST READ consider this guy's point (from the SUNW thread) To: jhg_in_kc From: Prognosticator <The Tectonic move> is...The shift from the desktop to the Internet. The desktop is becoming irrelevant. Suppose I walked into your office, with a large mean looking AK47 (just for show), and said: you have to choose: lose your Internet Server, or lose Windows. Which could you live without? Sun is ideally positioned to serve the next phase of computing, which is server-centric, thin-stateless-mobile-client oriented. To answer your question of James, regarding CTXS, the server that CTXS needs is a hacked up version of Windows NT, and it is not scaleable, or reliable. The client is a fat desktop PC, and it is not mobile, stateless, or administratable. The combination is at risk from Microsoft (CTXS was almost destroyed a couple of years back, and I don't think they are safe yet). SunRay (or other stateless devices such as cell-phones, palm-pilots, etc) represent the future of computing, and that is the tectonic shift I was referring to. Of course, I could be completely wrong about this, but the Market seems to agree right now. And I respect its opinion. P.