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

To: mauser96 who wrote (7136)	11/10/1999 1:14:00 PM
From: MikeM54321	Respond to of 9068

Lucius, Regarding the ASP market, I'm in 100% agreement with you. Funny how all of us longer term CTXS followers understand exactly the space CTXS is in today, but the overall market has it mostly wrong. So be it. It greatly increases the visibility (and stock price) of CTXS today. ______________ As far as your, "wide but shallow," comment. You are correct again. This was brought up in the last CC by Citrix. I personally look at it simply as a, "footprint." CTXS does have a large footprint today. No doubt about that. And the CTXS execs do indeed have confidence this will turn into orders. From their viewpoint, switching over to a thin client/fat server platform is a very big step. They have seen enterprise level customers take smaller steps before larger and larger deployments. Of course this is all in the FWIW column because the real facts will only be proven by top line growth. It'll be interesting to track quarter to quarter. MikeM(From Florida)

To: mauser96 who wrote (7136)	11/10/1999 1:25:00 PM
From: Jonathan Fine	Respond to of 9068

"it's easier to understand than thin client, thus helping the stock price. Will ASP really be big? Who knows." Exactly. For me, the funniest moment at the Citrix's IForum was when a speaker asked, "How many of you are using ASPs?", virtually no raised hands. Then he asked. "How many of you are thinking of becoming an ASP?". Three quarters of the audience raised their hands. This is a new, potentially giant market. Even if ASPs work out nothing like the projections, most will start by licensing copies of Metaframe.