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.

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

To: Mike Buckley who wrote (7130)	11/10/1999 8:39:00 AM
From: dreydoc	Read Replies (2) \| Respond to of 9068

Mike: I share your "pick-n-shovel" perspective re ASP market. While watching the momentum under current ASP's currently, it looks like a high-wire act to me at this point. Any comments on the following point from a poster on Yahoo...? It speaks to CTXS future product lines and plans, which at best are cloudy for me. I'm still unconvinced that CTXS great potential is in the one-product strategy and look for more evidence of an evolutionary line along the lines of Cisco deal. Software companies bypass Metaframe by: stockmarket_loser (28/M/New York, NY) 11/9/1999 10:31 pm EST Msg: 5943 of 5948 As I predicted after Oracle's press release, other software companies are following suit. ASP may becomes big (after appliances), but Citrix won't be a player in the market when it matures. Software companies are providing software which can be provided by ASPs or themselves to bypass hosting by third-party software. Citrix Metaframe is an intermediate technology with a solution for a future need - ASPs. By the time ASP catch on - let's say a year or so- Sun, Microsoft, Oracle will be in DEEP! Consider this thought: How would you prefer to rent applications? A. From an ASP using Microsoft WTS with Metaframe to run Oracle DB. B. From Oracle to run Oracle DB. Cutting out the middleman. Web-enabled office products don't need a "farm" to load balance -it is already the nature of web service to balance access. Unfortunately, Citrix does not have anything in the pipeline besides a potentially considerable future in internet broadcast (versus RNWK)-I verified this with my Citrix Liason because of some bullsht info I got from this board. They will possibly be dead in the Application Service Provider arena when it takes off.