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

To: Mike Buckley who wrote (12860)	12/16/1999 2:57:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

According to C/NET's reporting of Oracle's conference call, the company's "customer resource management (CRM) software sales skyrocketed 300 percent to $49 million" in the most recent quarter. Even if all of that is licensing revenue, that's paltry compared to Siebel's performance. In Siebel's most recent quarter, the company had $126 million in licensing revenue and $195 million in total revenue. news.cnet.com Bruce, I couldn't put my hands on Oracle's CRM business in the previous quarter. Do you have that handy? --Mike Buckley

To: Mike Buckley who wrote (12860)	12/16/1999 3:52:00 AM
From: Dinesh	Read Replies (1) \| Respond to of 54805

Hi Mike I am also enjoying this, and learning to appreciate your way of focusing on the 'now'. I do like Citrix as an investment. My only comment was that in its current form it does not seem to be a gorilla potential because it is not spawning new value chains. Only until a better thing comes along, we bow to Citrix. Nonetheless, I don't see anything like that on the horizon for now. I will feel better about (long term prospects for) Citrix if hardware and firmware makers begin using ICA as the foundation. Then, it won't matter if 'pipes' generally are interchangeable. BTW, I have no clue what Wyse does. I'd thought the 3270 compatible business died long ago and took Wyse along... -Dinesh

To: Mike Buckley who wrote (12860)	12/16/1999 1:17:00 PM
From: Rickus123	Respond to of 54805

Mike and Dinesh, Your discussion of Citrix has been very interesting, especially where value chains are concerned. What little experience I have personally had with this type of product has left me a little uneasy about it -- for now. The problems that I have seen relate to the occasional need for a software package to 'know' that it is being run in a Citrix-like environment, or at least to know that it might not always be running on a classic fat-client (on which and for which it was probably designed). For instance, client-based software often need to write data out to the hard-drive on the PC running the software. The location of this data can be determined in a number of ways. It could be based on configuration parameters such as found in an .ini file. It could be derived based on the working directory or the directory where the software is installed. Or it could be hard-coded (believe me, that still happens.) With either of the last two methods, a Citrix solution could cause the software to behave in a very undesirable way. From something as relatively minor as the logging of error messages to the output of mission-critical data. If the software cannot find the directory where it needs to write data or does not have write-access to that area (which can be the case in a Citrix-like environment), the necessary files cannot be written. I mention this because I wonder just how many applications are being developed with Citrix in mind. Solving the problem I described is usually easily done, but by the time the app gets out the door, it's too late. As Citrix continues to gain popularity (if it indeed does), perhaps we will begin to see the various software vendors advertise their compatibility with Citrix (can you say Citrix-Certified?). I hope this helps. I would like to hear if any others have had similar experiences and how Citrix is addressing this issue. --Rick

To: Mike Buckley who wrote (12860)	12/18/1999 4:58:00 PM
From: Dinesh	Read Replies (2) \| Respond to of 54805

Mike, (1) My concern was about the technology risk. (2) Mine is that I bought long before the enabling technology entered the tornado. It still hasn't. I don't find much difference between the two. IMO, the technology hasn't become a de facto standard yet, which is what a tornado will establish. I believe this risk will eventually pass because I don't see many choices. It will co-exist with Microsoft. I am a very slow reader, but perhaps I should do another RTFM. This will also be a good oppty to clean up the storage :-) -Dinesh