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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Dinesh who wrote (12850)	12/16/1999 12:25:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Dinesh, Even though [Citrix] is an enabler, and maybe on the verge of breaking out into a tornado, I don't see value chains forming (downstream) around its technology. Ironically, Microsoft is at the present the most important part of Citrix's value chain. But virtually all the companies intending to prosper off the platforms that compete with Microsoft are also members of the value chain. Add to that the hardware manufactures such as Wyse that are hoping to benefit from distributed computing. And though I think investors are getting too excited too soon about the strength of the links the ASPs are adding to the Citrix value chain, the ASPs portend to be a hugely important part of the value chain sometime in the future. Just my opinion. --Mike Buckley