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

To: Mike Buckley who wrote (7589)	2/25/2000 10:10:00 AM
From: David Lawrence	Respond to of 9068

07:23 CITRIX SYSTEMS PRICE TARGET RAISED TO $135 FROM $90 AT DAIN RAUSCHER WESSELS

To: Mike Buckley who wrote (7589)	2/25/2000 11:08:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 9068

Hi Mike- An easy one for a change<g>. Putting MetaFrame clients on the handhelds, LEADS to customers buying MetaFrame for servers. -MikeM(From Florida)

To: Mike Buckley who wrote (7589)	2/25/2000 1:53:00 PM
From: john99walsh	Read Replies (2) \| Respond to of 9068

Mike: the essence of Citrix's core business is allowing an end user to manipulate data being stored on the server. This is a true statement. But you also have to look at the details of how this is accomplished. MetaFrame runs on Windows NT and Windows 2000 and is the server side technology. However, one of the cores (technically) to the Citrix solution is their ICA (Independent Computing Architecture) which is the protocol for efficiently moving screen updates, mouse clicks, and keyboard typing back and forth between server (Metaframe) and client (code Citrix writes to run on each type of hardware device that is supported (Macs, Unix boxes, Boundless technologies streamlined terminals, etc)). Each time Citrix makes an agreement with a new type of hardware vendor to cooperate in building and supporting an ICA client, Citrix expands its market (and its value chain). Whether or not the Internet is used as the highway in between the server and the client is irrelevant . The more highways that Citrix travels upon the larger its market and value chain become. Some REALLY significant announcements would be if Citrix can get Palm (the main PDA) and major cell phone makers to be partners. In terms of Internet support the recent NFuse announcement by Citrix is very significant. From what I can tell, it means that if a software company has a Windows product it does not have to port it to Java/HTML in order to publish it over the Internet. Just use NFuse and have field users interact via a browser. That seems extremely powerful. John Walsh

To: Mike Buckley who wrote (7589)	2/25/2000 4:17:00 PM
From: Dinesh	Read Replies (2) \| Respond to of 9068

Mike the essence of Citrix's core business is allowing an end user to manipulate data being stored on the server I would say the core business is allowing an end user to manipulate applications being executed on a remote server. In this light, support from Handheld OS and Handheld makers is vital. Their support indicates if the device makers see potential leads by being ICA ready - even at the expense of their becoming a commidity. Again, a standard benefits all. Particularly CTXS -- unless someone in Wash DC decides that market needs competition... Presently Windows is the only winner. I imagine Metaframe will get ported to Solaris -- supporting X and ICA seamlessly. Who knows, who cares. Regards Dinesh