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

To: dreydoc who wrote (7131)	11/10/1999 8:47:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 9068

dreydoc, It's so difficult to understand the technology (not being in the biz) that I can't offer an informed response about the extent to which it might be true. I hope others can speak to that issue. There has always been the threat that software makers can engineer their products to be distributed in a way that competes with Citrix's method of distribution. Whether or not it is as fast and address the total cost of ownership is something I'll leave up to the people who understand it better than I do. I never expected Citrix to have a total lock on distributed computing and I still don't think they need it to be immensely successful. But I do expect Citrix to have a lock on their method of distribution and without it their success would be limited. --Mike Buckley

To: dreydoc who wrote (7131)	11/10/1999 9:43:00 AM
From: David Perfette	Read Replies (1) \| Respond to of 9068

dreydoc, Stock market looser has long been a bear on the yahoo ctxs thread. My experience is that he often shoots from the hip and offers little credible information to support his views. This last statement seems to be a broad sweeping generality, evidenced by what? I'd like to see the Oracle press release and something to support that "other software companies are following suit" as he says. Regarding his assertion: 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 This assumes that Oracle and Softie would want to become an asp. ASP's are very expensive to start up and from what I've read, are expected to incur significant costs for quite some time. Taking ctxs out of the picture would not reduce those costs very much. Further, similar to Citrix situation, I think it would certainly be more profitable for them to be an enabler rather then the actual asp. Low barriers to entry and price competition would certainly eat at margins. Further, none of them individually could offer as complete a set of software applications as an independent ASP, without incuring a bulk or more of the same oem fees as the ASP. Consider that they, oracle msft etc., would have to rent from each other. That in itself could create a huge scary mess. This creates a whole lot more risk and uncertainty then being a backbone player. Just my quick thoughts, David P.