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

To: Mike Buckley who wrote (7463)	1/9/2000 8:09:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 9068

Re: CTXS-MSFT Relationship and Tarantella vs. MetaFrame Hi Mike- I consider the marketing/development agreement very interesting to. Glad to see you were surprised to because at first I thought I had remembered significant details incorrectly. I have some very speculative ideas on this (as it relates to both GraphOn and SCO), but so much so I don't even want to bring it up. As far as Tarantella vs. MetaFrame, although you are probably correct about load balancing (though no reports are out on Tarantella that I am aware of), that is not the most significant difference. The major difference is MetaFrame doesn't do pure UNIX/Mainframe based programs. So if it's not written for the Windows platform, MetaFrame can't deploy it. Apparently Tarantella can. But up until Tarantella's developers cracked the MSFT RDP code(per article, MSFT would not share it because of CTXS relationship), Tarantella couldn't do Windows. Now Tarantella says they can, but may have to go against MSFT in court to make money off of it. Timing for Tarantella couldn't be more perfect because of MSFT's DOJ problems. It'll be very interesting how MSFT handles the situation should Tarantella become a viable competitor. IMHO, the target market for Tarantella's UNIX/Mainframe based systems is not that significant. I'm fairly certain CTXS most likely decided against going after that market early on. Ironically, it's Windows that people love to hate most, and where CTXS thin client technology had the most to gain. And Tarantella's chances of competing successfully with MetaFrame, head to head, is probably low. So MSFT could let them alone and hope that the market takes care of them, or inadvertantly raise them to high profile status by challenging them in court for reverse engineering RDP. Keep in mind, almost all of the above is just pure speculation on my part. I may be totally missing the mark. Any other contradictory opinions welcome.--MikeM(From Florida)