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

To: David Lawrence who wrote (7218)	11/19/1999 7:13:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 9068

"Good grief. How about "No comment." guys? That was one helluva lot of backpeddling. That said......" David and Thread, There was probably (since I don't know what was said to the analyst) ZERO back peddling. If you read their comments, it's pretty much what has been said three 1999 conference calls in a row. Nothing has changed and their story is the same. If an analyst wants to read more into it then what is said, thats the analyst's perogative. Citrix management was just reiterating their position in regards to ASP and overall acceptance to MetaFrame. And to be perfectly honest, I'm relieved for the reasons MikeB has stated. Credibility plays a key role in shareholder value. What they said to Bloomberg(and CNET picked up), was important and verifies what I was hoping. That nothing was said that CTXS shareholders wouldn't already know. Personally, that little article makes me feel much better about CTXS management. I'm impressed and pleasantly surprised. But speaking of position, for those that don't know, CTXS is perfectly positioned for the ASP space, but that does not mean it's going to be significant. It's just too early to tell. It's up to the real world to determine if ASP is going to fly or not. Then it's up to the real world to decide if MetaFrame is going to play a major role in ASP deployments. I've seen some astronomical figures predicting the size of the ASP market. If it turns out to be valid, then that will be good for Citrix. Especially if it happens within the time frames projected because Citirx is right here, right now. ERPs and CRMs can't be re-written in the time frames projected for the ASP market to surge. CTXS has the technology to allow any ASP to deploy any Windows apps today. And, IMO, the best part is the ERP, CRM, etc., vendors can go either way the market wants. So there is little risk to them. I'm certain this is lost in the media because I never read anything about this, very important aspect. This aspect gets drowned out by Larry Ellison (ORCL) and Scott McNealy (SUNW) as they pound the table on their versions of the thin client world where their operating platforms are the center of the universe. MikeM(From Florida)