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

To: Mike Buckley who wrote (7113)	11/8/1999 12:02:00 PM
From: Mark T. Heath	Read Replies (1) \| Respond to of 9068

It would seem that the only people that seem to think much of the Microsoft verdict from late Friday are Janet Reno and the judge who issued the verdict. The market isn't paying much attention to it. I was worried that anything even remotely connected to MSFT, regardless of the facts, might be in for a rough ride this morning. I incorrectly assumed that CTXS would be one of those. Fortunately, I held to a rule that I forced on myself last year.......never ever trade stocks in the first hour of trading.

To: Mike Buckley who wrote (7113)	11/8/1999 2:39:00 PM
From: Jonathan Fine	Read Replies (1) \| Respond to of 9068

Re: Citrix and its valuation. I know less than nothing about PE ratios and appropriate valuations but the stock was right at $70 (and had doubled this year) without the benefit of a 'story', i.e. a shorthand way of describing why this company is doing something amazing and why anyone/investors should care. It seems to me that has changed dramatically over the past couple of weeks. The addition of Citrix to the S&P500 may be all the evidence some investors need to know that its successfully doing something fundamental to the industry they're in and for the economy at large. Also, its fast becoming what Iacobucci wanted it to be, 'the Cisco of ASP'. For whatever reason, people seem excited about ASPs in a way they never were about server based computing. I wonder if its on the verge of really taking off, becoming an 'internet' stock and one that is actually making a ton of money. And we're already past $80. Also, re: Microsoft, it sure seems like Citrix has been protected from MSFT because of the intense scrutiny. I guess I'm hoping for an extended negotiation between MSFT and Justice during which MSFT has an enormous interest in showing what a good partner it can be.