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

To: MikeM54321 who wrote (7227)	11/19/1999 3:37:00 PM
From: Murrey Walker	Read Replies (1) \| Respond to of 9068

To All Any reason for the significant trip south today?

To: MikeM54321 who wrote (7227)	11/19/1999 4:32:00 PM
From: Innuit	Respond to of 9068

Don't believe the negative stuff you may read about CTXS. Be skeptical. As a real oldtimer on this board, I remember a couple of years ago when a female writer (actually the gender is not important) who wrote a very negative article about Citrix (and posted it on this board) and mentioned a couple of companies who had products that would make ICA instantly obsolete. A few people on the board noted inconsistencies in the story and followed up and it was concluded by some on this board that the posts (and possibly the person) were bogus and that probably the purpose was misinformation to drive the stock down. We went through a prolonged phase in which individuals, also based on technical knowledge concluded that CTXS was an excellent stock to short. Those who shorted got killed even though there may have been temporary reductions. Shorting CTXS is like crossing the street with your eyes closed. You may make it. The odds are you won't. This is not a stock for the faint of heart. It can turn on a dime. It can go up (or down) $5.00 a share in 15 minutes--I have seen both more than once, and sometimes late Fridays. If you believe in the CTXS products this can be (and has been) a wonderful long term investment. Some of the huge gain yesterday was due to short covering. A correction today was no surprise.

To: MikeM54321 who wrote (7227)	11/19/1999 5:25:00 PM
From: David Perfette	Read Replies (1) \| Respond to of 9068

Mike, I brought up some issues in my earlier post concerning a possible Gojo patent suit. Until we see some specifics of this claim, I have a hard time giving it much credibility. As I said before, the idea of a company, in this case Exodus, going out of business never having put its patent to test in the courts seems a bit ridiculous. Especially if they thought there was a valid argument to be made. Also, it is very vague were exactly the claim lies. The argument seems to be centered around added technology, not the actual "engine" as the author puts it, for the thin client environment. from the article, "When Microsoft sucked up Citrix' multiuser NT technology into NT 4.0 and beyond, it also acquired rights - for a much cheaper price - to Prologue's multiuser NT technology as well, but not apparently the work that Exodus had done on its own and filed with the US Patent Office as the "Method and System for Dynamic Translation between Different Graphical User Interface Systems"... Exodus had used the Prologue engine and blended it with its own client/server application protocol and distributed display developments as the patent indicates." The description of this added technology is very vague at best. Apparently though, it is not the fundamental basis for the thin client environment. This in itself would diminish the claim. Also, we know that ctxs's ICA protocal is patented. As I recall, this was a big issue on this thread back in February or so. So if memory serves and this is the case, how then could there be two patents on the same technology. Pure speculation, but it seems to me that they may indeed be trying to claim rights to the whole thin client environment. Perhaps trying to claim that it is an operating system like microsoft's Windows. Which again would be ridiculous. JMHO, David P.