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

To: shamsaee who wrote (18625)2/24/2000 2:19:00 PM
From: mauser96  Respond to of 54805
 
While I certainly can't claim any great familiarity with CA and SSW, I have owned both in the past when I was still doing some short term trading. IMHO, the merged companies don't pose a significant threat to CTXS.



To: shamsaee who wrote (18625)2/24/2000 6:18:00 PM
From: Mike Buckley  Respond to of 54805
 
shamsaee,

Does the acquisition of Sterling Software by Computer Associates form a direct threat to CTXS.

Not knowing anything about either company, I've got no idea why they would pose a direct threat to Citrix. The only potentially direct competition I'm aware of is SCO, something called Blue Moon or something close to that, a third minor firm whose name doesn't come immediately to mind, and Microsoft.

--Mike Buckley


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